Unclaimed Profile

James M Landreth

300 NORTH CAPITAL, LLC·PASADENA, California

Clean record300 NORTH CAPITAL, LLC

300 NORTH LAKE AVE., PASADENA, CA 91101-4111CRD# 5607775Firm CRD# 107325

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James M Landreth · PASADENA, CA

Registration

CRD #5607775 · 300 NORTH CAPITAL, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

James M Landreth is a registered financial advisor based in PASADENA, California, affiliated with 300 NORTH CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

300 NORTH CAPITAL, LLC

300 NORTH CAPITAL

AUM

$487M

Regulatory assets under management

Employees

Total firm employees

View all advisors at 300 NORTH CAPITAL, LLC →

Services

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 5607775

Firm CRD# 107325

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James M Landreth offer?

James M Landreth specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in PASADENA, California for a consultation.

What are James M Landreth's credentials?

James M Landreth is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James M Landreth located?

James M Landreth is based in PASADENA, California, working with 300 NORTH CAPITAL, LLC. Their office serves clients in the PASADENA metropolitan area and surrounding communities.

How does James M Landreth charge for services?

James M Landreth's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is 300 NORTH CAPITAL, LLC?

300 NORTH CAPITAL, LLC has approximately 12 employees and manages $487M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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