Poplar Forest Capital LLC
Poplar Forest Capital LLC (CRD# 145250) is a financial advisory firm headquartered in Pasadena, CA. They manage $1,318,211,837 in 527 accounts and serve the financial needs of clients across 22 states (or territories).
Total Assets Under Management1,318MILLION
Total Number of Accounts527ACCOUNTS
Average Account Value$2,501,351
- 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
AZ, CA, CT, FL, GA, IL, IN, KS, LA, MA, MD, MI, MO, NH, NJ, NY, OK, OR, PA, TX, VA, WA
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 1 year of experience in the finance industry.