250 Royal Palm Way
Suite 304
Palm Beach, Florida 33480
Tel: 561-890-9127
SEGRA CAPITAL MANAGEMENT, LLC, formally registered with the SEC as SEGRA CAPITAL MANAGEMENT, LLC. The firm was established in 08/30/2022. They have over 2 offices throughout the country.
SEGRA CAPITAL MANAGEMENT, LLC is a Palm Beach, Florida based Financial Planning firm with nearly $449,934,736 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 3 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 167306 |
SEC# | 801-126256 |
Assets Managed by Firm | $449,934,736 |
No. of Clients | 2 |
No. of Advisors | 3 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 2 | $449,934,736 |
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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