ESTANCIA CAPITAL MANAGEMENT, LLC

20865 N 90th Place
Suite 200
Scottsdale, Arizona 85255
Tel: 480-448-5001

About ESTANCIA CAPITAL MANAGEMENT, LLC

ESTANCIA CAPITAL MANAGEMENT, LLC, formally registered with the SEC as ESTANCIA CAPITAL MANAGEMENT, LLC. The firm was established in 01/02/2013. They have over 2 offices throughout the country.

ESTANCIA CAPITAL MANAGEMENT, LLC is a Scottsdale, Arizona based Financial Planning firm with nearly $610,599,503 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	166478
SEC#	801-77521
Assets Managed by Firm	$610,599,503
No. of Clients	4
No. of Advisors	13

Fee Structure

A percentage of AUM
Performance Based
Other (ADVISORY OR CONSULTING FEES, AND ADMINISTRATIVE FEES)

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	4	$610,599,503

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