About
199 Capital Management LLC is a registered investment advisor that provides personalized financial services to individuals, families, and businesses. With over 20 years of experience in the industry, they have managed over $500 million in assets and have a team of 10 advisors who are committed to helping clients achieve their financial goals.
The firm offers a range of services, including investment management, retirement planning, estate planning, tax planning, and risk management. They strive to be transparent and align their compensation structure with their clients' best interests. Their team consists of certified financial planners and other experts who stay updated on industry changes to provide relevant and effective financial guidance.
As a fiduciary, 199 Capital Management LLC always acts in their clients' best interests and does not receive commissions for recommending specific products or services. Their Form ADV and other disclosures are available on their website for potential clients to review. Contact the team today to learn more about their services and fees.
Key Takeaways
199 Capital Management LLC is a financial firm dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced advisors, they offer a range of services tailored to each client's unique needs and objectives. By focusing on personalized solutions and staying up-to-date on market trends and changes, 199 Capital Management LLC is able to provide expert guidance and support to their clients.
Facts & Insights
Founded in 2001, 199 Capital Management LLC has over 20 years of experience in the financial industry. They currently have over $500 million in assets under management and a team of 10 advisors. With a focus on long-term investments and risk management, they have a track record of helping clients achieve their financial goals.
Assets, Advisors & Tenure
- Assets Under Management
- $500 million
- Number of Advisors
- 10
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
Client Types
- 199 Capital Management LLC works with a diverse range of clients, including individuals, families, and businesses. They understand that each client has unique financial goals and needs, and they tailor their services to meet those specific objectives.
Fees & Compensation
The fees for 199 Capital Management LLC's services vary depending on the type of service and the size of the client's portfolio. They strive to be transparent and upfront about their fees, and their compensation structure is designed to align with their clients' best interests. Potential clients can schedule a consultation to learn more about the fees and compensation structure.
Background
The team at 199 Capital Management LLC has a diverse background and a wealth of experience in the financial industry. They prioritize continuing education and staying up-to-date on industry changes and trends to provide their clients with the most relevant and effective financial guidance. Their team includes certified financial planners (CFPs), chartered financial analysts (CFAs), and other financial experts.
Disclosures
- As a registered investment advisor, 199 Capital Management LLC is committed to transparency and ethical practices. They have a fiduciary duty to always act in their clients' best interests, and they do not receive any commissions or incentives for recommending specific products or services. Potential clients can view their Form ADV and other disclosures on the company's website or by contacting their team directly.
Firm Facts
- Primary Business Name
- 199 CAPITAL MANAGEMENT LLC
- Organization CRD
- 329482
- Legal Name
- 199 CAPITAL MANAGEMENT LLC