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SCHOOLCRAFT CAPITAL LLC

820 Pearl Street Suite F
Boulder, Colorado 80302
Tel: 303-625-6868

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About SCHOOLCRAFT CAPITAL LLC

SCHOOLCRAFT CAPITAL LLC, formally registered with the SEC as SCHOOLCRAFT CAPITAL LLC. The firm was established in 08/01/2017. They have over 2 offices throughout the country.

SCHOOLCRAFT CAPITAL LLC is a Boulder, Colorado based Financial Planning firm with nearly $1,185,649,921 assets under management, offering retirement planning & investment advisory services to 184 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#174210
SEC#801-110952
Assets Managed by Firm$1,185,649,921
No. of Clients184
No. of Advisors12

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total184$1,185,649,921
High net worth individuals175$970,837,638

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