Be advised. This firm is no longer registered.

Msr Capital Management

Msr Capital Management (CRD# 159608) is a financial advisory firm headquartered in San Francisco, CA. They manage $82,600,410 in 35 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
555 Montgomery Street, Suite 603, San Francisco, CA 94111
By the Numbers
  • Total Assets Under Management
    83
    MILLION
  • Total Number of Accounts
    35
    ACCOUNTS
  • Average Account Value
    $2,360,012
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 pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Msr Capital Management
No Advisor Found.

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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