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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 $1,051,900,716 assets under management, offering retirement planning & investment advisory services to 173 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#174210
SEC#801-110952
Assets Managed by Firm$1,051,900,716
No. of Clients173
No. of Advisors10

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total173$1,051,900,716
High net worth individuals165$871,241,011

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