Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > arkansas > bentonville > 36 NORTH CAPITAL MANAGEMENT, LLC
36 NORTH CAPITAL MANAGEMENT, LLC
901 Se Village Loop
Suite 1
Bentonville, Arkansas 72712
Tel: 479-250-9540
About 36 NORTH CAPITAL MANAGEMENT, LLC
36 NORTH CAPITAL MANAGEMENT, LLC, formally registered with the SEC as 36 NORTH CAPITAL MANAGEMENT, LLC. The firm was established in 01/03/2022. They have over 1 offices throughout the country.
36 NORTH CAPITAL MANAGEMENT, LLC is a Bentonville, Arkansas based Financial Planning firm with nearly $2,346,620,000 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 317557 |
| SEC# | 801-122931 |
| Assets Managed by Firm | $2,346,620,000 |
| No. of Clients | 4 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 4 | $2,346,620,000 |
| Charitable organizations | Fewer than 5 clients | $2,346,620,000 |
More Retirement Planning firms in Bentonville, Arkansas:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|
Explore More Retirement Advisors in Bentonville, Arkansas