Vailshire Capital Management, LLC

Vailshire Capital Management, LLC (CRD# 169132) is a financial advisory firm headquartered in , . They manage $31,411,089 in 116 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
https://www.linkedin.com/company/vailshire-capital-management-llc
By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    116
    ACCOUNTS
  • Average Account Value
    $270,785
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
The map below shows states where this firm has explicit registration only.

CA, CO, FL, MN, TX

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

Jeffrey Ross (CRD# 6249794) is an Investment Advisor Representative working at Vailshire Capital Management, LLC in Colorado Springs, CO and has over 10 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.

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