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FELL CAPITAL MANAGEMENT
1001 Dove Street, Suite 230
Newport Beach, California 92660
Tel: 949-476-5056
About FELL CAPITAL MANAGEMENT
FELL CAPITAL MANAGEMENT, formally registered with the SEC as FELL CAPITAL MANAGEMENT. The firm was established in 08/10/1989. They have over 1 offices throughout the country.
FELL CAPITAL MANAGEMENT is a Newport Beach, California based Financial Planning firm with nearly $164,000,000 assets under management, offering retirement planning & investment advisory services to 221 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 104986 |
| SEC# | 801-34774 |
| Assets Managed by Firm | $164,000,000 |
| No. of Clients | 221 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 221 | $164,000,000 |
| Individuals (other than high net worth individuals) | 50 | $34,000,000 |
| High net worth individuals | 25 | $110,000,000 |
| Pension and profit sharing plans | 10 | $20,000,000 |
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