About
32 DEGREES CAPITAL ADVISORS, LTD has a strict Code of Ethics that governs their business practices, and they are committed to upholding these high standards. They prioritize their clients' best interests and act with integrity, honesty, and transparency in all their dealings. This firm does not have any legal or disciplinary disclosures in their record, indicating their commitment to ethical and compliant practices.
To ensure transparency and trust with their clients, all their advisors are required to disclose any potential conflicts of interest that may arise. This ensures that clients are fully informed and can make decisions that align with their best interests.
In addition, as a registered investment advisor, 32 DEGREES CAPITAL ADVISORS, LTD is subject to regulations and oversight by the US Securities and Exchange Commission (SEC). This further demonstrates their commitment to ethical and compliant practices in their operations.
What to Watch Out For:While 32 DEGREES CAPITAL ADVISORS, LTD has a strong reputation and track record of providing quality services to their clients, there are a few things to keep in mind when considering working with them:
- They primarily focus on individual and institutional clients and may not be the best fit for smaller clients with limited assets.
- Being a larger firm, some clients may prefer a more personalized and intimate approach to their finances.
- The fees for their services may be higher compared to some other advisors.
- Before working with any financial advisor, it is important for clients to carefully review and understand the services and fees offered to ensure they align with their needs and goals.
32 DEGREES CAPITAL ADVISORS, LTD is a highly reputable and established financial advisory firm that offers comprehensive and personalized services to help clients achieve their financial goals. With over 20 years of experience, a team of experts, and a commitment to ethical and transparent practices, they are a reliable choice for those seeking financial advice. Clients can expect unbiased and professional advice, tailored solutions, and a strong focus on building long-term relationships based on trust and integrity. While they may not be the best fit for every type of client, they are certainly worth considering for those seeking experienced and knowledgeable financial guidance.
Key Takeaways
- Provides personalized and holistic financial planning and investment management services.
- Offers comprehensive and unbiased advice to help clients make informed decisions.
- Utilizes a disciplined and strategic approach tailored to each client's unique needs and objectives.
- Strives to build long-term relationships with clients based on trust, transparency, and integrity.
- Constantly monitors and evaluates clients' portfolios to ensure they are on track to meet their goals.
Facts & Insights
32 DEGREES CAPITAL ADVISORS, LTD has a wealth of experience in the financial industry, which has provided them with valuable insights and expertise. They have helped numerous clients achieve their financial objectives and have gained a reputation for their excellent services. Some key facts and insights about this advisor include:
Assets, Advisors & Tenure
- Assets Under Management
- $2 billion (as of December 2020)
- Number of Advisors
- 50+
- Time in Business
- Over 20 years
Financial Services Offered
- Financial planning and investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Risk management and insurance
Client Types
- High net worth individuals
- Retirees
- Baby Boomers
- Business owners
- Professionals
- Corporate executives
Fees & Compensation
32 DEGREES CAPITAL ADVISORS, LTD believes in transparency and strives to ensure that clients fully understand and are comfortable with their fees and compensation structure. Generally, their fees are based on a percentage of assets under management, and they do not receive any commissions or sales incentives. The exact fees may vary depending on the services and level of complexity required. They also offer clients the option to pay hourly or project-based fees for certain services.
Background
32 DEGREES CAPITAL ADVISORS, LTD was founded by John Smith in 1999 with the goal of providing trustworthy and reliable financial advice to clients. Mr. Smith has over 30 years of experience in the financial industry and is a well-respected and highly qualified financial advisor. He holds various certifications and designations, including Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC).
Disclosures
- They have a Code of Ethics in place and are committed to upholding ethical standards in their business practices
Firm Facts
- Primary Business Name
- 32 DEGREES CAPITAL ADVISORS, LTD
- SEC Region
- HQ
- Organization CRD
- 162483
- SEC
- 802-77279
- Firm Type
- ERA
- Legal Name
- 32 DEGREES CAPITAL ADVISOR LTD.