Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > texas > dallas > 1505 CAPITAL LLC
1505 CAPITAL LLC
200 Park Avenue
32nd Floor
New York, New York 10166
Tel: 646-978-5329
About 1505 CAPITAL LLC
1505 CAPITAL LLC, formally registered with the SEC as 1505 CAPITAL LLC. The firm was established in 10/23/2018. They have over 1 offices throughout the country.
1505 CAPITAL LLC is a New York, New York based Financial Planning firm with nearly $566,585,413 assets under management, offering retirement planning & investment advisory services to 13 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 298880 |
| SEC# | 801-114155 |
| Assets Managed by Firm | $566,585,413 |
| No. of Clients | 13 |
| No. of Advisors | 12 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
- Other (CONSULTING SERVICES FEES)
Advisory Services Provided
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 13 | $566,585,413 |
More Retirement Planning firms in New York, New York:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $749,622,475,396 | 1153 | 1166 | |
| $151,257,095,924 | 2923 | 481 | |
| $141,927,200,000 | 158 | 1036 | |
| $118,041,119,970 | 827 | 319 | |
| $112,362,200,000 | 102 | 361 |
Explore More Retirement Advisors in New York, New York