Model Capital Management LLC

Model Capital Management LLC (CRD# 166921) is a financial advisory firm headquartered in Waltham, MA. They manage $21,634,915 in 10 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
303 Wyman St., Waltham, MA 02451
https://twitter.com/modelcap
By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $2,163,492
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Model Capital Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Roman Chuyan, financial advisor Waltham MA
Roman Chuyan
CRD#: 2997655
303 Wyman St., Waltham, MA 02451

Roman Chuyan (CRD# 2997655) is an Investment Advisor Representative working at Model Capital Management LLC in Waltham, MA and has 1 year of experience in the finance industry.

2
Francis Donovan, financial advisor Waltham MA
Francis G. Donovan
CRD#: 6461493
303 Wyman St., Waltham, MA 02451

Francis Donovan (CRD# 6461493) is an Investment Advisor Representative working at Model Capital Management LLC in Waltham, MA and has over 8 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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