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Home > Retirement Planners > florida > stuart > FOGEL CAPITAL MANAGEMENT INC
FOGEL CAPITAL MANAGEMENT INC
453 Riverside Drive
Stuart, Florida 34994
Tel: 772-223-9686
About FOGEL CAPITAL MANAGEMENT INC
FOGEL CAPITAL MANAGEMENT INC, formally registered with the SEC as FOGEL CAPITAL MANAGEMENT INC. The firm was established in 05/31/1995. They have over 1 offices throughout the country.
FOGEL CAPITAL MANAGEMENT INC is a Stuart, Florida based Financial Planning firm with nearly $350,950,000 assets under management, offering retirement planning & investment advisory services to 242 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108212 |
| SEC# | 801-49135 |
| Assets Managed by Firm | $350,950,000 |
| No. of Clients | 242 |
| No. of Advisors | 11 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 242 | $350,950,000 |
| Individuals (other than high net worth individuals) | 129 | $35,810,000 |
| High net worth individuals | 92 | $291,020,000 |
| Pension and profit sharing plans | 20 | $24,040,000 |
| Charitable organizations | 1 | $80,000 |
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