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IBS CAPITAL LLC
3 Post Office Square
Suite 602
Boston, Massachusetts 02109
Tel: 617-261-5327
About IBS CAPITAL LLC
IBS CAPITAL LLC, formally registered with the SEC as IBS CAPITAL LLC. The firm was established in 03/30/2012. They have over 1 offices throughout the country.
IBS CAPITAL LLC is a Boston, Massachusetts based Financial Planning firm with nearly $108,719,000 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 160585 |
| SEC# | 801-74238 |
| Assets Managed by Firm | $108,719,000 |
| No. of Clients | 3 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3 | $108,719,000 |
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