James Capital Management LLC
James Capital Management LLC (CRD# 159484) is a financial advisory firm headquartered in Wenatchee, WA. They manage $6,000,000 in 16 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
James Capital Management LLC
By the Numbers
-
Total Assets Under Management6MILLION
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Total Number of Accounts16ACCOUNTS
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Average Account Value$375,000
Compensation Options
- A percentage of assets under your management
- Performance-based fees
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NY, WA
Financial Advisors at James Capital Management LLC
1
Richard Bliggenstorfer (CRD# 2151299) is an Investment Advisor Representative working at James Capital Management LLC in Wenatchee, WA and has over 30 years of experience in the finance industry.
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