7724 Girard Avenue
Suite 300
La Jolla, California 92037
Tel: 858-481-3666
CONTEXT CAPITAL MANAGEMENT LLC, formally registered with the SEC as CONTEXT CAPITAL MANAGEMENT LLC. The firm was established in 08/26/2005. They have over 3 offices throughout the country.
CONTEXT CAPITAL MANAGEMENT LLC is a La Jolla, California based Financial Planning firm with nearly $2,579,641,000 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 12 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 115167 |
SEC# | 801-64700 |
Assets Managed by Firm | $2,579,641,000 |
No. of Clients | 3 |
No. of Advisors | 12 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 3 | $2,579,641,000 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$746,325,416,693 | 38517 | 2895 | |
$61,369,856,545 | 124201 | 2105 | |
$35,289,452,223 | 7542 | 44 | |
$33,827,869,628 | 39 | 879 | |
$33,178,196,876 | 12286 | 28 |
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