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BASCOMB MADISON & JAMES CAPITAL MANAGEMENT

76 Pearl St
Suite 205
Essex Junction, Vermont 05452
Tel: 802-879-3766

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About BASCOMB MADISON & JAMES CAPITAL MANAGEMENT

BASCOMB MADISON & JAMES CAPITAL MANAGEMENT, formally registered with the SEC as BASCOMB MADISON & JAMES CAPITAL MANAGEMENT. The firm was established in 06/14/2012. They have over 1 offices throughout the country.

BASCOMB MADISON & JAMES CAPITAL MANAGEMENT is a Essex Junction, Vermont based Financial Planning firm with nearly $148,371,642 assets under management, offering retirement planning & investment advisory services to 51 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#154148
SEC#801-76788
Assets Managed by Firm$148,371,642
No. of Clients51
No. of Advisors1

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Performance Based

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total51$148,371,642
Individuals (other than high net worth individuals)8$4,027,391
High net worth individuals7$144,344,251

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