ELECTRA CAPITAL

1001 Conshohocken State Rd.
Suite #315
Conshohocken, Pennsylvania 19428
Tel: (610) 977-2000

About ELECTRA CAPITAL

ELECTRA CAPITAL, formally registered with the SEC as ELECTRA CAPITAL. The firm was established in 08/31/2022. They have over 4 offices throughout the country.

ELECTRA CAPITAL is a Conshohocken, Pennsylvania based Financial Planning firm with nearly $593,149,516 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	318664
SEC#	801-126452
Assets Managed by Firm	$593,149,516
No. of Clients	4
No. of Advisors	14

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	4	$593,149,516

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