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PARTICIPANT CAPITAL

333 S.E. Second Avenue
Suite 3000
Miami, Florida 33131
Tel: 800-581-7227

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About PARTICIPANT CAPITAL

PARTICIPANT CAPITAL, formally registered with the SEC as PARTICIPANT CAPITAL. The firm was established in 11/08/2021. They have over 1 offices throughout the country.

PARTICIPANT CAPITAL is a Miami, Florida based Financial Planning firm with nearly $159,075,496 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#304859
SEC#801-122661
Assets Managed by Firm$159,075,496
No. of Clients6
No. of Advisors15

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total6$159,075,496

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