ENGAGED CAPITAL

610 Newport Center Drive
Suite 950
Newport Beach, California 92660
Tel: 949-734-7900

About ENGAGED CAPITAL

ENGAGED CAPITAL, formally registered with the SEC as ENGAGED CAPITAL. The firm was established in 09/25/2012. They have over 1 offices throughout the country.

ENGAGED CAPITAL is a Newport Beach, California based Financial Planning firm with nearly $752,991,460 assets under management, offering retirement planning & investment advisory services to 8 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	161251
SEC#	801-77057
Assets Managed by Firm	$752,991,460
No. of Clients	8
No. of Advisors	12

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	8	$752,991,460

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