Stakeholders Capital
Stakeholders Capital (CRD# 148469) is a financial advisory firm headquartered in Amherst, MA. They manage $145,689,215 in 620 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management146MILLION
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Total Number of Accounts620ACCOUNTS
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Average Account Value$234,983
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, MA, NH, NY
Financial Advisors at Stakeholders Capital
No Advisor Found.
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