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
By the Numbers
  • Total Assets Under Management
    41
    MILLION
  • Total Number of Accounts
    140
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA, IL, IN, TX

Financial Advisors at P/e Capital Investments
Showing 1 - 2 of 2 top financial advisors.
1
Eliseo Jojo L. Prisno
CRD#: 4934789
Chicago, IL

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 U. Koga
CRD#: 7369354
Torrance, CA

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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