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CRD#: 326618
RIA

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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

MARKETPLACE CAPITAL, LLC is located at null, San Francisco, CA null. MARKETPLACE CAPITAL, 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 MARKETPLACE CAPITAL, LLC’s clients are individuals and 0% of their clients are high net worth individuals. MARKETPLACE CAPITAL, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at MARKETPLACE CAPITAL, 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 MARKETPLACE CAPITAL, 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 MARKETPLACE CAPITAL, 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 MARKETPLACE CAPITAL, LLC Comes From

Understanding the Statistics for MARKETPLACE CAPITAL, 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
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Clients
Total
No Information
Individuals
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HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
San Francisco, CA
Phone Number
(415) 407-4080
Related websites
https://obsessedwithmarketplaces.com/
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Latest Form ADV

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
BLACHMAN, ANDREW, JOSEPHMEMBER12/20223105934
Williams, MichaelMEMBER12/20227731288

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Advisor's working at MARKETPLACE CAPITAL, LLC

RN
AdvisorCheck Check Mark

Racquel E Nakata

Racquel Camua, Racquel Elizabeth Fe Nakata, Racquel Nakata
IAR
RR
CRD#: 7327507
Location:
Honolulu, HI 96813
Company:
EQUITABLE ADVISORS, LLC
Disclosures:
Experience:
4 years
View Profile
Isaiah Symeonides
AdvisorCheck Check Mark

Isaiah Symeonides

Isaiah J Symeonides, Isaiah S Symeonides, Isaiah Simeon-James Symeonides
PR
CRD#: 7729025
Location:
New York, NY 10017
Company:
J.P. MORGAN SECURITIES LLC
Disclosures:
Experience:
2 years
View Profile
Kevin Duane Mayo
AdvisorCheck Check Mark

Kevin Duane Mayo

IAR
CRD#: 2975814
CFP®: Certified Financial Planner
Location:
Ontario, CA 91764
Company:
FALCON WEALTH PLANNING, INC.
Disclosures:
Experience:
28 years
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