P/e Capital Investments
P/e Capital Investments (CRD# 172695) is a financial advisory firm headquartered in , . They manage $40,500,000 in 140 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
P/e Capital Investments
By the Numbers
-
Total Assets Under Management41MILLION
-
Total Number of Accounts140ACCOUNTS
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Average Account Value$289,286
Compensation Options
- A percentage of assets under your management
- Commissions
- Performance-based fees
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, IL, IN, TX
Financial Advisors at P/e Capital Investments
1
Eliseo Jojo Prisno (CRD# 4934789) is an Investment Advisor Representative working at P/e Capital Investments in Chicago, IL and has over 18 years of experience in the finance industry.
2
Sherryl Koga (CRD# 7369354) is an Investment Advisor Representative working at P/e Capital Investments in Torrance, CA and has over 3 years of experience in the finance industry.
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