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PLUS CAPITAL
1729 Abbot Kinney Blvd.
Venice, California 90291
Tel: 310-577-6700
About PLUS CAPITAL
PLUS CAPITAL, formally registered with the SEC as PLUS CAPITAL. The firm was established in 06/30/2023. They have over 1 offices throughout the country.
PLUS CAPITAL is a Venice, California based Financial Planning firm with nearly $194,642,141 assets under management, offering retirement planning & investment advisory services to 13 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 167459 |
| SEC# | 801-128254 |
| Assets Managed by Firm | $194,642,141 |
| No. of Clients | 13 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Commission Based
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
- Other (VENTURE CAPITAL ADVISORY SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 13 | $194,642,141 |
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