Investor'S Capital Management LLC
Legal Name: INVESTOR'S CAPITAL MANAGEMENT, LLC
Full Contact Details
Investor'S Capital Management LLC
1100 ALMA STREET, SUITE 200, MENLO PARK, CA
866 966 9291
650 472 8924
Other Info
Investor's Capital Management LLC, a CA Limited Liability Company, has been approved by the SEC and has been serving 14 clients since 2006. With a staff of 5 employees, of which 3 are in advisory roles, this firm is dedicated to providing professional financial guidance and management.
Investor's Capital Management : Julie Schatz, CFP : Jennifer Cray, CFP
Our Certified Financial Planners Julie Schatz, CFP and Jennifer Cray, CFP build investment portfolios that serve your life goals.
Investor's Capital Management, LLC | NAPFA
About NAPFA Contact Us Careers Press Log In Create Account Find an Advisor Become a Member Application Process Membership Categories Membership Standards Consumers What Is Fee-Only Advising How To Find An Advisor Financial Planning 101 Consumer Resources Fiduciary 101 What Is A NAPFA-Registered Advi…
Jennifer Cray | Financial Advisor in Menlo Park, CA
Jennifer Cray is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Investor's Capital Management, LLC in Menlo Park, CA and the surrounding communities.
Advisor Search - Find a Fee-Only Financial Planner - FeeOnlyNetwork.com
About Us For Advisors Log In Get Listed Updates & Insights You searched for: cray 1 results found: Jennifer Cray CFP®, MBA Investor's Capital Management, LLC Menlo Park, CA Featured Fiduciary Financial Planners No featured advisors selected! Select your state...AlabamaAlaskaArizonaArkansasCaliforni…
Julie Schatz | Financial Advisor in Menlo Park, CA
Julie Schatz is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Investor's Capital Management, LLC in Menlo Park, CA and the surrounding communities.
Julie Schatz, CFP® - FeeOnlyNetwork.com
Julie Schatz is a Financial Advisor at Investor's Capital Management, LLC. "As a FEE-ONLY advisor, I work for YOU, not for commission." - Julie Schatz
Investor's Capital Management : Julie Schatz, CFP : Jennifer Cray, CFP
240px320px480px600px 768px1024px1280px Fee-Only Investments & Financial Planning Home About Us Who We Serve Why Choose ICM Our Fiduciary Oath Julie Schatz, CFP® Jennifer Cray, CFP® Our Team Services Financial Planning Investment Management Investment Philosophy Schedule of Fees Disclosures MoneyMi…
Direct Owners
-
JENNIFER HILARY CRAY
MANAGING MEMBER, PARTNER, CHIEF COMPLIANCE OFFICER owns more than 50% but less than 75%
-
JULIE ANN SCHATZ
MANAGING MEMBER, PARTNER owns more than 50% but less than 75%
Firms Located Nearby
- Canyon Bridge Management Consulting Beijing Co Ltd
- DTCP USA LLC
- Lyell Wealth Management LP
- Makena Capital Management LLC
- Powerscale Capital Management LLC
- SCHF GPE LLC
- H&H International Investment LLC
- Ostra Capital Management LLC
- Riverwood Capital Management LP
- Canyon Bridge Management Hong Kong Limited