Sugi Capital Management, Inc.

Sugi Capital Management, Inc. (CRD# 304368) is a financial advisory firm headquartered in , . They manage $23,860,911 in 13 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.sugicapital.com
By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    13
    ACCOUNTS
  • Average Account Value
    $1,835,455
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY, PA

Financial Advisors at Sugi Capital Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Benjamin Holtz, financial advisor Scarsdale NY
Benjamin M. Holtz
CRD#: 7455140
Scarsdale, NY

Benjamin Holtz (CRD# 7455140) is an Investment Advisor Representative working at Sugi Capital Management, Inc. in Scarsdale, NY and has 1 year of experience in the finance industry.

2
Jennifer Zabierek, financial advisor Philadelphia PA
Jennifer L. Zabierek
CRD#: 2877745
8310 Crittenden Street, Philadelphia, PA 19118

Jennifer Zabierek (CRD# 2877745) is an Investment Advisor Representative working at Sugi Capital Management, Inc. in Philadelphia, PA and has over 26 years of experience in the finance industry.

3
Peter Zabierek, financial advisor Philadelphia PA
Peter M. Zabierek
CRD#: 3101176
8310 Crittenden Street, Philadelphia, PA 19118

Peter Zabierek (CRD# 3101176) is an Investment Advisor Representative working at Sugi Capital Management, Inc. in Philadelphia, PA and has over 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals