James Family Capital

James Family Capital (CRD# 288584) is a financial advisory firm headquartered in Philadelphia, PA. They manage $25,000,000 in 100 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1800 Jfk Blvd Ste 300, Pmb 90307, Philadelphia, PA 19103
http://www.jamesfamilycapital.com
By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    100
    ACCOUNTS
  • Average Account Value
    $250,000
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at James Family Capital
Showing 1 - 2 of 2 top financial advisors.
1
Jennifer James, financial advisor Philadelphia PA
Jennifer M. James
CRD#: 6806508
Philadelphia, PA

Jennifer James (CRD# 6806508) is an Investment Advisor Representative working at James Family Capital in Philadelphia, PA and has over 6 years of experience in the finance industry.

2
Nicholas James, financial advisor Philadelphia PA
Nicholas P. James
CRD#: 5953277
Philadelphia, PA

Nicholas James (CRD# 5953277) is an Investment Advisor Representative working at James Family Capital in Philadelphia, PA and has over 12 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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