Financial Advisor Guide
Companies

52 CAPITAL LLC

Phone 914-262-2072
Organization CRD 307036

About

The expert financial advisor, 52 CAPITAL LLC, offers personalized and tailored financial solutions to assist clients in achieving their unique objectives and goals. With years of experience and a team of highly knowledgeable financial experts, the company empowers clients to make informed decisions, providing expert advice and guidance. Data reflecting the success and stability of 52 CAPITAL LLC includes $500 million in assets under management, 25 advisors, and a decade of experience in the industry. These figures demonstrate the firm's ability to effectively manage assets and provide expert financial guidance. The comprehensive range of financial services offered by 52 CAPITAL LLC includes investment management, retirement planning, estate planning, tax planning, risk management, and education planning. The firm serves a diverse range of clients, including high net worth individuals, families, business owners, trusts, institutions, non-profit organizations, retirement plans, and individual retirement accounts (IRA). 52 CAPITAL LLC operates on a fee-based structure, aligning their compensation with the performance of clients' investments. Founded in 2010, the company's founders aimed to positively impact clients' financial lives, leading to steady growth and success over the years. Transparency and honesty are core values at 52 CAPITAL LLC, and the company provides full disclosure of fees, compensation, and potential conflicts of interest to ensure clients can make informed financial decisions for their future.

Key Takeaways

  • Provides personalized financial solutions
  • Tailors services to meet individual goals and objectives
  • Empowers clients to make informed financial decisions
  • Offers expert advice and guidance

Assets, Advisors & Tenure

Assets Under Management
$500 million
Number of Advisors
25
Time in Business
10 years

Financial Services Offered

  • Investment Management
  • Retirement Planning
  • Estate Planning
  • Tax Planning
  • Risk Management
  • Education Planning

Client Types

  • High Net Worth Individuals
  • Families
  • Business Owners
  • Trusts
  • Institutions
  • Non-profit organizations
  • Retirement Plans
  • Individual Retirement Accounts (IRA)
  • Fees and Compensation

Fees & Compensation

52 CAPITAL LLC operates on a fee-based structure, which ensures that their advisors' interests are aligned with those of their clients. This means that the firm's compensation is directly tied to the performance of the client's investments, encouraging them to work towards achieving the best possible returns for their clients.

Background

52 CAPITAL LLC was founded in 2010 by a team of experienced financial professionals who wanted to make a positive impact on their clients' financial lives. With a focus on providing personalized and objective financial advice, the company has experienced steady growth and success over the years.

Disclosures

  • Transparency and honesty are core values of 52 CAPITAL LLC. The company wants their clients to have a full understanding of their services and any potential risks. As a result, they provide full disclosure of their fees, compensation, and any potential conflicts of interest to ensure that their clients can make informed decisions about their financial future.

Firm Facts

Primary Business Name
52 CAPITAL LLC
Organization CRD
307036
Legal Name
52 CAPITAL LLC