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A&M CAPITAL

1 Pickwick Plaza
Third Floor
Greenwich, Connecticut 06830
Tel: 203-742-5880

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About A&M CAPITAL

A&M CAPITAL, formally registered with the SEC as A&M CAPITAL. The firm was established in 03/15/2013. They have over 5 offices throughout the country.

A&M CAPITAL is a Greenwich, Connecticut based Financial Planning firm with nearly $6,228,816,739 assets under management, offering retirement planning & investment advisory services to 14 clients. The firm is staffed with 67 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#163576
SEC#801-77694
Assets Managed by Firm$6,228,816,739
No. of Clients14
No. of Advisors67

Fee Structure

  • A percentage of AUM
  • Performance Based
  • Other (TRANSACTION FEES & PORTFOLIO MONITORING FEES)

Advisory Services Provided

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total14$6,228,816,739

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