Schoolcraft Capital LLC
Schoolcraft Capital LLC (CRD# 174210) is a financial advisory firm headquartered in Boulder, CO. They manage $1,051,900,716 in 173 accounts and serve the financial needs of clients across 7 states (or territories).
-
Total Assets Under Management1,052MILLION
-
Total Number of Accounts173ACCOUNTS
-
Average Account Value$6,080,351
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, CO, FL, IL, LA, NE, TX
Anthony Coppola (CRD# 5733228) is an Investment Advisor Representative working at Schoolcraft Capital LLC in Boulder, CO and has 1 year of experience in the finance industry.
Theodore Harris (CRD# 4710388) is an Investment Advisor Representative working at Schoolcraft Capital LLC in Boulder, CO and has over 20 years of experience in the finance industry.
Doug Morris (CRD# 4627880) is an Investment Advisor Representative working at Schoolcraft Capital LLC in Boulder, CO and has 1 year of experience in the finance industry.
Michael Sherman (CRD# 2286858) is an Investment Advisor Representative working at Schoolcraft Capital LLC in Boulder, CO and has over 30 years of experience in the finance industry.