About

1955 CAPITAL LLC is a reputable financial advisory firm with over 25 years of experience helping clients achieve their financial goals. Their team of advisors works closely with each client to create a customized investment plan based on their goals, risk tolerance, and time horizon. With $500 million in assets under management and a team of 10+ advisors, 1955 CAPITAL LLC has a successful track record of guiding individuals, families, business owners, and retirees towards long-term financial success.

The firm offers a range of financial services, including investment management, retirement planning, and tax planning, among others. They operate on a fee-only basis to ensure transparency and alignment of interests between the advisors and clients. The founding partners of 1955 CAPITAL LLC have a deep understanding of market trends and investments, and the firm is committed to staying up-to-date on the latest financial strategies to better serve their clients. With a clean record and strict ethical standards, clients can trust that their best interests are always the top priority at 1955 CAPITAL LLC.

Key Takeaways

At 1955 CAPITAL LLC, the advisors work closely with clients to understand their financial goals, risk tolerance, and time horizon. They then use this information to create a customized investment plan that aligns with the client's objectives. The advisors also regularly monitor and adjust the client's portfolio based on market changes and the client's evolving needs. Additionally, the team at 1955 CAPITAL LLC provides ongoing support and education to empower clients to make well-informed financial decisions.

Facts & Insights

As a reputable financial advisory firm, 1955 CAPITAL LLC has a successful track record of helping clients achieve their financial goals. Here are some key insight and facts about the firm:

Assets Under Management (AUM) | Number of Advisors | Time in Business $500 million | 10+ | 25+ years

Financial Services Offered

Investment management
Retirement planning
Education planning
Estate planning
Tax planning

Client Types

Individuals and families
Business owners
Retirees
High net worth individuals

Fees & Compensation

At 1955 CAPITAL LLC, transparency is key when it comes to fees and compensation. The firm operates on a fee-only basis, meaning they do not earn commissions from investment products. Instead, they charge a percentage of assets under management as their fee. This ensures that the advisors' interests are aligned with the clients' and that there are no conflicts of interest.

Background

The founding partners of 1955 CAPITAL LLC have decades of experience in the financial industry. They have a deep understanding of market trends and investments, which allows them to provide valuable insights and strategies to clients. The firm is dedicated to continuously learning and staying up-to-date on the latest financial trends to better serve their clients.

Disclosures

Before working with any financial advisor, it is essential to know about their background and any potential disclosures. At 1955 CAPITAL LLC, all advisors adhere to strict ethical standards and have a clean record. Clients can rest assured that the advisors always have their best interests at heart.

Firm Facts

Primary Business Name: 1955 CAPITAL LLC
SEC Region: DRO
Organization CRD: 282854
SEC: 802-108687
Firm Type: ERA
Legal Name: 1955 CAPITAL LLC