Vailshire Capital Management, LLC

Vailshire Capital Management, LLC (CRD# 169132) is a financial advisory firm headquartered in Colorado Springs, CA. They manage $3,395,000 in 30 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $113,167
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO

Financial Advisors at Vailshire Capital Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jeffrey Ross
CRD#: 6249794
Colorado Springs, CO
89
Wealthminder
score

Jeffrey Ross (CRD# 6249794) is an Investment Advisor Representative working at Vailshire Capital Management, LLC in Colorado Springs, CO and has over 3 years of experience in the finance industry.

2
Jason D. Gunter
CRD#: 6441716
Colorado Springs, CO
88
Wealthminder
score

Jason Gunter (CRD# 6441716) is an Investment Advisor Representative working at Vailshire Capital Management, LLC in Colorado Springs, CO and has 1 year of experience in the finance industry.

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