ICAPITAL, LLC

62 Plympton Street
Boston, Massachusetts 02118
Tel: (617)542-8700

About ICAPITAL, LLC

ICAPITAL, LLC, formally registered with the SEC as ICAPITAL, LLC. The firm was established in 10/18/2002. They have over 1 offices throughout the country.

ICAPITAL, LLC is a Boston, Massachusetts based Financial Planning firm with nearly $1,124,268,021 assets under management, offering retirement planning & investment advisory services to 540 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	122816
SEC#	801-61527
Assets Managed by Firm	$1,124,268,021
No. of Clients	540
No. of Advisors	9

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Other (INVESTMENT MANAGEMENT FOR QUALIFIED PLANS)

Firm Client Information

	No. of Clients	AUM
Firm Total	540	$1,124,268,021
Individuals (other than high net worth individuals)	13	$40,729,889
High net worth individuals	57	$140,814,612
Pension and profit sharing plans	34	$942,216,485
Charitable organizations	1	$507,035

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