Unclaimed Profile

James Kirk Glenn

CAPITAL MANAGEMENT LLC·GREENSBORO, North Carolina

Clean recordCAPITAL MANAGEMENT LLC

628 GREEN VALLEY ROAD, SUITE 204, GREENSBORO, NC 27408CRD# 5788505Firm CRD# 109416

Profile Verification

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

Identity

James Kirk Glenn · GREENSBORO, NC

Registration

CRD #5788505 · CAPITAL MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

James Kirk Glenn is a registered financial advisor based in GREENSBORO, North Carolina, affiliated with CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CAPITAL MANAGEMENT LLC

AUM

$325M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CAPITAL MANAGEMENT LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5788505

Firm CRD# 109416

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Kirk Glenn offer?

James Kirk Glenn specializes in Financial Planning, Investment Management. Contact their office in GREENSBORO, North Carolina for a consultation.

What are James Kirk Glenn's credentials?

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

Where is James Kirk Glenn located?

James Kirk Glenn is based in GREENSBORO, North Carolina, working with CAPITAL MANAGEMENT LLC. Their office serves clients in the GREENSBORO metropolitan area and surrounding communities.

How does James Kirk Glenn charge for services?

James Kirk Glenn's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPITAL MANAGEMENT LLC?

CAPITAL MANAGEMENT LLC has approximately 3 employees and manages $325M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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