Poplar Forest Capital LLC
Poplar Forest Capital LLC (CRD# 145250) is a financial advisory firm headquartered in Pasadena, CA. They manage $1,581,638,207 in 77 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management1,582MILLION
Total Number of Accounts77ACCOUNTS
Average Account Value$20,540,756
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, MI, OR, TX
James Harvey (CRD# 1514610) is an Investment Advisor Representative working at Poplar Forest Capital LLC in Pasadena, CA and has over 31 years of experience in the finance industry.
Christopher Morphy (CRD# 1260972) is an Investment Advisor Representative working at Poplar Forest Capital LLC in Pasadena, CA and has over 2 years of experience in the finance industry.