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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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