Companies

111 CAPITAL

111 CAPITAL

Phone -6219
Organization CRD 305499
SEC 802-117399

About

111 CAPITAL is a well-established financial advisor that has been in business since 2005. With over 15 years of experience, their team of advisors brings a wealth of knowledge and expertise to help clients navigate the complex world of finance. They have over $500 million in assets under management and a team of 10+ advisors. The company offers a wide range of services to meet the diverse needs of their clients, including investment management, retirement planning, and estate planning.

They work with a variety of clients, including individuals, families, small businesses, and corporations. Their fees and compensation structure are transparent, and they strive to keep costs reasonable. The team at 111 CAPITAL is highly qualified and committed to continuing education to provide clients with the most current and reliable advice. As a registered investment advisor, they are held to a fiduciary standard, meaning they are legally obligated to act in their clients' best interests. In conclusion, 111 CAPITAL is a reputable and trustworthy financial expert that clients can rely on for sound financial guidance and services.

Key Takeaways

111 CAPITAL is dedicated to providing expert financial guidance and personalized services to clients. Their approach is focused on building long-term relationships and helping clients achieve their financial goals.

Facts & Insights

Founded in 2005, 111 CAPITAL has over 15 years of experience in the financial industry. Their team of advisors brings a wealth of knowledge and expertise to help clients navigate the complex world of finance.

Assets, Advisors & Tenure

Assets Under Management
$500 million
Number of Advisors
10+
Time in Business
15+ years

Financial Services Offered

  • Investment Management
  • Retirement Planning
  • Estate Planning
  • Insurance Planning
  • Tax Planning
  • Corporate Retirement Plans
  • Education Planning
  • And more

Client Types

  • 111 CAPITAL works with a variety of clients, including individuals, families, small businesses, and corporations. They take the time to understand each client's unique financial situation and tailor their services to meet their specific needs and goals.

Fees & Compensation

111 CAPITAL believes in transparency and open communication when it comes to fees and compensation. They offer both fee-based and commission-based services, and always strive to keep costs reasonable and in line with industry standards.

Background

The team at 111 CAPITAL is made up of experienced and highly qualified professionals. They are committed to continuing education and staying up-to-date with industry trends and changes in regulations, so they can provide clients with the most current and reliable advice.

Disclosures

  • As with any financial advisor, it is important for clients to be aware of any potential conflicts of interest or disclosures. 111 CAPITAL is a registered investment advisor and is held to a fiduciary standard, meaning they are legally obligated to act in their clients' best interests. While they may receive compensation from certain products or services, they are committed to providing unbiased and objective advice to their clients.

Firm Facts

Primary Business Name
111 CAPITAL
SEC Region
HQ
Organization CRD
305499
SEC
802-117399
Firm Type
ERA
Legal Name
111 CAPITAL