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STRATEGY CAPITAL LLC
1 First Street
Suite 13
Los Altos, California 94022-2756
Tel: 650-917-8700
About STRATEGY CAPITAL LLC
STRATEGY CAPITAL LLC, formally registered with the SEC as STRATEGY CAPITAL LLC. The firm was established in 10/12/2018. They have over 2 offices throughout the country.
STRATEGY CAPITAL LLC is a Los Altos, California based Financial Planning firm with nearly $1,255,969,000 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 169007 |
| SEC# | 801-114124 |
| Assets Managed by Firm | $1,255,969,000 |
| No. of Clients | 5 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 5 | $1,255,969,000 |
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