About

2ND MARKET CAPITAL ADVISORY CORP. is a reputable financial advisory firm dedicated to helping clients achieve their financial goals. They offer personalized solutions and strategies through a team of experienced and knowledgeable advisors. With transparency in fees and a solid track record, the firm serves various types of clients, including high-net-worth individuals, families, and corporations.

The firm has a wide range of financial services, such as asset management, retirement planning, and tax planning, among others. They utilize cutting-edge technology and data analysis tools to provide clients with valuable insights and informed decision-making. 2ND MARKET CAPITAL ADVISORY CORP. has been in business for 10 years and manages $500 million in assets under management with a team of 10 advisors.

As a fiduciary, the firm has a legal obligation to act in the best interests of its clients and maintains transparency by disclosing any potential conflicts of interest or disciplinary history. With a focus on professionalism and integrity, clients can trust 2ND MARKET CAPITAL ADVISORY CORP. to guide them on their financial journey.

Key Takeaways

Creates tailored and comprehensive financial plans
Offers a wide range of financial services
Works with various types of clients
Is transparent about fees and compensation
Has a solid background and track record
Makes important disclosures and puts clients' interests first

Facts & Insights

2ND MARKET CAPITAL ADVISORY CORP. is a leading financial advisory firm with a team of experienced and knowledgeable advisors who have a deep understanding of the financial markets and industry trends. The firm utilizes cutting-edge technology and data analysis tools to provide clients with valuable insights and strategies to make informed financial decisions.

Assets, Advisors & Tenure

Numbers Assets Under Management | $500 million Number of Advisors | 10 Time in Business | 10 years

Financial Services Offered

Asset management
Investment planning and advice
Retirement planning
Estate planning
Tax planning
Insurance and risk management

Client Types

The firm serves a wide range of clients, including high-net-worth individuals, families, small business owners, and corporations. The team at 2ND MARKET CAPITAL ADVISORY CORP. has the knowledge and expertise to customize its services to meet the unique needs of each client.

Fees & Compensation

2ND MARKET CAPITAL ADVISORY CORP. believes in transparency and provides clients with a clear understanding of its fees and compensation structure. The firm charges a fee based on a percentage of assets under management, and the fees may vary depending on the services provided.

Background

2ND MARKET CAPITAL ADVISORY CORP. was founded by a team of experienced financial advisors with a shared vision to provide personalized and high-quality financial advice to clients. The firm has a strong track record of success and is committed to upholding the highest standards of professionalism and integrity.

Disclosures

As a fiduciary, 2ND MARKET CAPITAL ADVISORY CORP. is legally bound to act in the best interests of its clients. The firm discloses any potential conflicts of interest and takes all necessary steps to ensure that clients' interests are always put first. The team also discloses any relevant disciplinary history and is committed to maintaining transparency and trust with its clients.

Firm Facts

Primary Business Name: 2ND MARKET CAPITAL ADVISORY CORP.
Organization CRD: 111562
Legal Name: 2ND MARKET CAPITAL ADVISORY CORP.