ACTIVANT CAPITAL GROUP LLC

323 Railroad Avenue
2nd Floor
Greenwich, Connecticut 06830
Tel: 203-489-9080

About ACTIVANT CAPITAL GROUP LLC

ACTIVANT CAPITAL GROUP LLC, formally registered with the SEC as ACTIVANT CAPITAL GROUP LLC. The firm was established in 07/30/2018. They have over 4 offices throughout the country.

ACTIVANT CAPITAL GROUP LLC is a Greenwich, Connecticut based Financial Planning firm with nearly $1,241,140,446 assets under management, offering retirement planning & investment advisory services to 23 clients. The firm is staffed with 20 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	173856
SEC#	801-113729
Assets Managed by Firm	$1,241,140,446
No. of Clients	23
No. of Advisors	20

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	23	$1,241,140,446

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