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IN ON CAPITAL

777 Brickell Avenue
Suite 500
Miami, Florida 33131
Tel: 305 721-2811

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About IN ON CAPITAL

IN ON CAPITAL, formally registered with the SEC as IN ON CAPITAL. The firm was established in 10/29/2019. They have over 2 offices throughout the country.

IN ON CAPITAL is a Miami, Florida based Financial Planning firm with nearly $349,166,326 assets under management, offering retirement planning & investment advisory services to 45 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#290038
SEC#801-117554
Assets Managed by Firm$349,166,326
No. of Clients45
No. of Advisors16

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Other (PORTFOLIO MANAGEMENT FOR AMC PRIVATE PLACEMENTS)

Firm Client Information

No. of ClientsAUM
Firm Total45$349,166,326
High net worth individuals40$328,724,205

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