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AMERICAN CAPITAL ADVISORY, LLC

Tel: 208-710-8669
500 North Washington
Suite 202
Ketchum, Idaho  83340

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AMERICAN CAPITAL ADVISORY, LLC

AMERICAN CAPITAL ADVISORY, LLC is a Ketchum, Idaho based financial advisory firm with nearly $234,000,000 in assets under management and provides investment advisory services for 708 clients. There are currently 6 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM, Fixed fees, Other (A SOLICITOR AGREEMENT FOR LEGACY ACCOUNTS (SEE PART 2

Firm CRD#:

141944

SEC#:

801-112853

No. of Clients:

708

Assets under Management

$234,000,000

No. of Advisors:

6

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