Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > texas > houston > 1492 CAPITAL MANAGEMENT, LLC
1492 CAPITAL MANAGEMENT, LLC
309 North Water Street
Suite 210
Milwaukee, Wisconsin 53202
Tel: 414-276-1492
About 1492 CAPITAL MANAGEMENT, LLC
1492 CAPITAL MANAGEMENT, LLC, formally registered with the SEC as 1492 CAPITAL MANAGEMENT, LLC. The firm was established in 08/05/2009. They have over 1 offices throughout the country.
1492 CAPITAL MANAGEMENT, LLC is a Milwaukee, Wisconsin based Financial Planning firm with nearly $191,622,946 assets under management, offering retirement planning & investment advisory services to 102 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 148566 |
| SEC# | 801-70447 |
| Assets Managed by Firm | $191,622,946 |
| No. of Clients | 102 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Other (A PERCENTAGE OF AUM FROM PERSONS RECEIVING MODEL PORTFOLIOS)
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other (MODEL PORTFOLIO DELIVERY)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 102 | $191,622,946 |
| Individuals (other than high net worth individuals) | 14 | $3,228,171 |
| High net worth individuals | 74 | $107,916,898 |
| Charitable organizations | 9 | $27,749,566 |
| Corporations or other businesses | 5 | $52,728,311 |
More Retirement Planning firms in Milwaukee, Wisconsin:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $749,622,475,396 | 1153 | 1166 | |
| $298,729,428,900 | 360116 | 4065 | |
| $151,257,095,924 | 2923 | 481 | |
| $141,927,200,000 | 158 | 1036 | |
| $118,041,119,970 | 827 | 319 |
Explore More Retirement Advisors in Milwaukee, Wisconsin