1981 N. Broadway Blvd.
Suite 270
Walnut Creek, California 94596
Tel: 925-954-7207
JCSD CAPITAL, LLC, formally registered with the SEC as JCSD CAPITAL, LLC. The firm was established in 03/17/2016. They have over 1 offices throughout the country.
JCSD CAPITAL, LLC is a Walnut Creek, California based Financial Planning firm with nearly $120,442,130 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 3 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 163084 |
SEC# | 801-107372 |
Assets Managed by Firm | $120,442,130 |
No. of Clients | 3 |
No. of Advisors | 3 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 3 | $120,442,130 |
High net worth individuals | 1 | $32,827,145 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$239,345,489,058 | 6602 | 978 | |
$134,279,160,181 | 188739 | 766 | |
$81,139,239,094 | 82 | 81 | |
$65,938,129,807 | 135 | 60 | |
$64,880,528,684 | 154 | 305 |
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