820 Pearl Street Suite F
Boulder, Colorado 80302
Tel: 303-625-6868
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 $1,051,900,716 assets under management, offering retirement planning & investment advisory services to 173 clients. The firm is staffed with 10 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 174210 |
SEC# | 801-110952 |
Assets Managed by Firm | $1,051,900,716 |
No. of Clients | 173 |
No. of Advisors | 10 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 173 | $1,051,900,716 |
High net worth individuals | 165 | $871,241,011 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$203,245,721,760 | 6667 | 1061 | |
$116,213,253,377 | 236022 | 874 | |
$64,938,342,319 | 89 | 78 | |
$63,514,278,950 | 136 | 59 | |
$54,431,410,714 | 101 | 260 |
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