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

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