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424 CAPITAL, LLC

301 Edgewater Place,
Suite 425
Wakefield, Massachusetts 01880
Tel: 781-295-4000

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About 424 CAPITAL, LLC

424 CAPITAL, LLC, formally registered with the SEC as 424 CAPITAL, LLC. The firm was established in 08/03/2022. They have over 1 offices throughout the country.

424 CAPITAL, LLC is a Wakefield, Massachusetts based Financial Planning firm with nearly $297,918,744 assets under management, offering retirement planning & investment advisory services to 10 clients. The firm is staffed with 21 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#167462
SEC#801-126295
Assets Managed by Firm$297,918,744
No. of Clients10
No. of Advisors21

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total10$297,918,744

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