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Find, Compare and Monitor Financial Advisors at COMCAP HOLDINGS LLC

CRD#: 283514
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

COMCAP HOLDINGS LLC is located at 1666 Ave Ponce De Leon, San Juan, PR 00909 and was first established at Florida, Puerto Rico in 04/06/2022. After operating for 3 years, COMCAP HOLDINGS LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of COMCAP HOLDINGS LLC’s clients are individuals and 0% of their clients are high net worth individuals. COMCAP HOLDINGS LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at COMCAP HOLDINGS LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access COMCAP HOLDINGS LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at COMCAP HOLDINGS LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for COMCAP HOLDINGS LLC Comes From

Understanding the Statistics for COMCAP HOLDINGS LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
1666 Ave Ponce De Leon, San Juan, PR 00909
Mailing Address
11816 Inwood Rd Pmb 7024, Dallas, TX 75244
Firm Size
Small
Phone Number
(415) 235-8270
Established
Puerto Rico since 04/06/2022
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
BOHLIG, ARON MATTHEWPRESIDENT/CEO/CCO/MANAGING MEMBER4583221
JUILIANO, COLLEEN JANEFINOP4818898

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Advisor's working at COMCAP HOLDINGS LLC

KA

Kenneth William Allen

Ken Allen
RR
CRD#: 4995164
Location:
San Juan, PR 00909
Company:
COMCAP HOLDINGS LLC
Disclosures:
Experience:
20 years
View Profile
UD

Uren Dhanani

Uren Uday Dhanani
RR
CRD#: 5803355
Location:
San Juan, PR 00909
Company:
COMCAP HOLDINGS LLC
Disclosures:
Experience:
14 years
View Profile
OI

Okan Inaltay

RR
CRD#: 6300159
Location:
San Juan, PR 00909
Company:
COMCAP HOLDINGS LLC
Disclosures:
Experience:
5 years
View Profile
Name or CRD#
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Experience (Years)

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