About
17 CAPITAL PARTNERS, LLC is a financial advisory firm that offers a wide range of services to individuals, families, and businesses. With an experienced team of financial advisors, they provide personalized and tailored advice to meet their clients' specific needs. Established in XYZ, the company has been in business for XYZ years and has an impressive $XYZ million in assets under management.
Their comprehensive financial services include investment management, retirement planning, estate planning, tax planning, risk management, and more. They work with different types of clients and are transparent about their fees and compensation structure, which can vary based on assets under management or an hourly or flat fee. The company does not receive commissions for any recommended products or services.
Founded by a team of knowledgeable and experienced financial advisors, 17 CAPITAL PARTNERS, LLC is dedicated to helping clients achieve their financial goals. It is important to note that the company may have relationships with third-party firms and may recommend investments or products that could benefit them financially. However, they provide all necessary disclosures and do not guarantee the success of any recommendations. Clients can expect transparent and expert financial advice from 17 CAPITAL PARTNERS, LLC.
Key Takeaways
- They have a team of experienced and knowledgeable financial advisors.
- They offer personalized and tailored advice to meet your specific financial needs.
- They provide a comprehensive range of financial services.
- They cater to different types of clients, including individuals, families, and businesses.
- They are transparent about their fees and will work with you to find a suitable compensation structure.
Facts & Insights
17 CAPITAL PARTNERS, LLC was founded in XYZ and has been in business for XYZ years. Since its inception, they have been dedicated to helping clients achieve their financial goals through expert advice and personalized services.
Assets, Advisors & Tenure
- Assets Under Management
- $XYZ million
- Number of Advisors
- XYZ
- Time in Business
- XYZ years
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
- Education planning
- Business planning
- And more
Client Types
- Individuals
- Families
- Businesses
Fees & Compensation
17 CAPITAL PARTNERS, LLC is committed to transparency when it comes to their fees and compensation structure. They understand that every client is unique, and they will work with you to find a compensation structure that works for both parties. They may charge a fee based on a percentage of assets under management, an hourly fee, or a flat fee. They do not receive commissions for any products or services they recommend.
Background
17 CAPITAL PARTNERS, LLC was founded by a team of experienced and highly qualified financial advisors. Together, they have years of experience in the industry and a deep understanding of financial markets and strategies. They are committed to providing expert and personalized advice to their clients and helping them achieve their financial goals.
Disclosures
- The company may have a relationship with third-party firms, which could pose a conflict of interest.
- The company may recommend certain investments or products that may benefit them financially.
- The company does not guarantee the success of any recommendations.
- The company will provide all necessary disclosures, including Form ADV, to clients.
Firm Facts
- Primary Business Name
- 17 CAPITAL PARTNERS, LLC
- SEC Region
- LARO
- Organization CRD
- 283013
- SEC
- 801-120928
- Firm Type
- Registered
- CIK
- 1727407
- Total Number Of CIK Numbers
- 1
- Legal Name
- 17 CAPITAL PARTNERS, LLC