BASCOMB MADISON & JAMES CAPITAL MANAGEMENT

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

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 Status	Approved
Firm CRD#	154148
SEC#	801-76788
Assets Managed by Firm	$148,371,642
No. of Clients	51
No. of Advisors	1

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 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

More Retirement Planning firms in Essex Junction, Vermont:

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NLG CAPITAL, INC. One National Life Drive Montpelier, VT, 05604	$35,941,367,795	8	43
CHAMPLAIN INVESTMENT PARTNERS, LLC 180 Battery Street, Suite 400 Burlington, VT, 05401-5334	$17,319,756,035	119	42
MANCHESTER CAPITAL MANAGEMENT LLC 3657 Main Street Manchester, VT, 05254	$3,688,455,226	1684	37
MAPLE CAPITAL MANAGEMENT, INC. 535 Stone Cutters Way Montpelier, VT, 05602	$1,723,412,484	2649	23
TRG INVESTMENT ADVISORS, LLC 48 Harris Place Brattleboro, VT, 05301	$1,113,838,194	534	7

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