FIND A SIP CAPITAL FINANCIAL ADVISOR NEAR ME
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CRD#: 335856
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
Where the Statistical Data for SIP CAPITAL Comes From
Understanding the Statistics for SIP CAPITAL and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
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HNWI
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Breakdown of Assets Under Management
Total Client Assets:
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Individuals
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HNWI
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MISC
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Employees
Total
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Registered
No Information
Client Ratios
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Clients
Total
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Individuals
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HNWI
No Information
Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
155 Fleet Street, Portsmouth, NH 03801
Mailing Address
C/o Conyers Trust Company (cayman) Limited Cricket Square, Hutchins Dr., P.o. Box 2681, George Town, KY1-1111
Phone Number
(603) 825-3150
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# | ||||
|---|---|---|---|---|---|---|---|
| No Information | |||||||
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at SIP CAPITAL
Luke Kacer
IAR
RR
CRD#: 7378853
Location:
Tucson, AZ
Company:
AMERIPRISE FINANCIAL SERVICES, LLC
Disclosures:
Experience:
4 years
Frederick K Sharbaugh
IAR
RR
CRD#: 3021778
Location:
Baton Rouge, LA 70810
Company:
PARK AVENUE SECURITIES LLC
Disclosures:
Experience:
27 years
John Francis Stoj
IAR
CRD#: 2252015
Location:
Atlanta, GA
Company:
XYPN INVEST
Disclosures:
Experience:
29 years
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