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Home > Retirement Planners > vermont > burlington > 44 NORTH CAPITAL, LLC
44 NORTH CAPITAL, LLC
431 Pine Street
Suite 114
Burlington, Vermont 05401
Tel: 971-371-3450
About 44 NORTH CAPITAL, LLC
44 NORTH CAPITAL, LLC, formally registered with the SEC as 44 NORTH CAPITAL, LLC. The firm was established in 08/15/2023. They have over 1 offices throughout the country.
44 NORTH CAPITAL, LLC is a Burlington, Vermont based Financial Planning firm with nearly $104,480,973 assets under management, offering retirement planning & investment advisory services to 327 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 327552 |
| SEC# | 801-128572 |
| Assets Managed by Firm | $104,480,973 |
| No. of Clients | 327 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Publication of periodicals and newsletters
- Other (CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 327 | $104,480,973 |
| Individuals (other than high net worth individuals) | 24 | $18,532,126 |
| High net worth individuals | 63 | $84,771,596 |
| Corporations or other businesses | Fewer than 5 clients | $1,177,251 |
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