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Home > Retirement Planners > california > san francisco > WESTCAP MANAGEMENT, LLC
WESTCAP MANAGEMENT, LLC
590 Pacific Avenue
San Francisco, California 94133
Tel: 6466454356
About WESTCAP MANAGEMENT, LLC
WESTCAP MANAGEMENT, LLC, formally registered with the SEC as WESTCAP MANAGEMENT, LLC. The firm was established in 07/30/2020. They have over 4 offices throughout the country.
WESTCAP MANAGEMENT, LLC is a San Francisco, California based Financial Planning firm with nearly $6,347,741,936 assets under management, offering retirement planning & investment advisory services to 58 clients. The firm is staffed with 94 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 301822 |
| SEC# | 801-119189 |
| Assets Managed by Firm | $6,347,741,936 |
| No. of Clients | 58 |
| No. of Advisors | 94 |
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 | 58 | $6,347,741,936 |
| Corporations or other businesses | 19 | $12,903,784 |
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