76 Pearl St
Suite 205
Essex Junction, Vermont 05452
Tel: 802-879-3766
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 154148 |
SEC# | 801-76788 |
Assets Managed by Firm | $148,371,642 |
No. of Clients | 51 |
No. of Advisors | 1 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 51 | $148,371,642 |
Individuals (other than high net worth individuals) | 8 | $4,027,391 |
High net worth individuals | 7 | $144,344,251 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$35,941,367,795 | 8 | 43 | |
$17,319,756,035 | 119 | 42 | |
$3,688,455,226 | 1684 | 37 | |
$2,124,751,345 | 11558 | 450 | |
$1,723,412,484 | 2649 | 23 |
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