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WORLD CAPITAL ADVISORS, LLC
1636 Logan Street
Denver, Colorado 80203
Tel: 804-267-7418
About WORLD CAPITAL ADVISORS, LLC
WORLD CAPITAL ADVISORS, LLC, formally registered with the SEC as WORLD CAPITAL ADVISORS, LLC. The firm was established in 06/05/2014. They have over 2 offices throughout the country.
WORLD CAPITAL ADVISORS, LLC is a Denver, Colorado based Financial Planning firm with nearly $57,000,000 assets under management, offering retirement planning & investment advisory services to 60 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 135941 |
| SEC# | 801-79761 |
| Assets Managed by Firm | $57,000,000 |
| No. of Clients | 60 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 60 | $57,000,000 |
| Individuals (other than high net worth individuals) | 8 | $1,225,503 |
| High net worth individuals | 27 | $37,873,000 |
| Corporations or other businesses | 3 | $5,391,454 |
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