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DECAMILLA CAPITAL MANAGEMENT LLC
DECAMILLA CAPITAL MANAGEMENT LLC
SACRAMENTO, California
·
4 registered advisors
·
CRD# 108027
SEC# 801-123600
0
916-979-0870
01
Firm Overview
AUM
$117M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
03
Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
04
Advisors at DECAMILLA CAPITAL MANAGEMENT LLC
4 registered advisors
David Daniel Decamilla
SACRAMENTO, California
CRD# 1225771
Rhonda Kay Wilson
SACRAMENTO, California
CRD# 4343496
Steven John Balfrey
SACRAMENTO, California
CRD# 4343460
Tigh Martin Rickman
SACRAMENTO, California
CRD# 6943040
05
Office Locations
SACRAMENTO, California
4 advisors
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Data sourced from SEC Form ADV filings. DECAMILLA CAPITAL MANAGEMENT LLC (CRD# 108027) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.