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
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    16
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

NY, WA

Financial Advisors at James Capital Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Richard C. Bliggenstorfer
CRD#: 2151299
Wenatchee, WA

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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