13500 Sutton Park Drive S
Suite 803
Jacksonville, Florida 32224
Tel: 904-285-7866
DOUGLAS CAPITAL MANAGEMENT INC, formally registered with the SEC as DOUGLAS CAPITAL MANAGEMENT INC. The firm was established in 03/21/1975. They have over 1 offices throughout the country.
DOUGLAS CAPITAL MANAGEMENT INC is a Jacksonville, Florida based Financial Planning firm with nearly $282,486,525 assets under management, offering retirement planning & investment advisory services to 314 clients. The firm is staffed with 4 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 106262 |
SEC# | 801-10647 |
Assets Managed by Firm | $282,486,525 |
No. of Clients | 314 |
No. of Advisors | 4 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 314 | $282,486,525 |
Individuals (other than high net worth individuals) | 102 | $18,675,922 |
High net worth individuals | 19 | $46,125,515 |
Pension and profit sharing plans | 5 | $1,024,213 |
Corporations or other businesses | 2 | $216,660,875 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$433,814,330,581 | 1070028 | 13966 | |
$397,045,307,119 | 26 | 2932 | |
$344,868,106,925 | 1030208 | 6727 | |
$120,567,542,959 | 727 | 189 | |
$118,191,936,095 | 97020 | 845 |
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