James Capital Management LLC

James Capital Management LLC (CRD# 159484) is a financial advisory firm headquartered in Wenatchee, WA. They manage $7,000,000 in 21 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1250 N Wenatchee Ave, H 111, Wenatchee, WA 98801
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $333,333
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • 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 Bliggenstorfer, financial advisor Wenatchee WA
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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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