ESTANCIA CAPITAL MANAGEMENT, LLC

SCOTTSDALE, Arizona·7 registered advisors·CRD# 166478
SEC# 801-775211480-448-5001
01

Firm Overview

AUM
$611M
Regulatory assets under management
Employees
13
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
Other: ADVISORY OR CONSULTING FEES, AND ADMINISTRATIVE FEES
03

Specialties

Retirement Planning
04

Advisors at ESTANCIA CAPITAL MANAGEMENT, LLC

7 registered advisors
Cheryl Lynn Mendez
SCOTTSDALE, Arizona
Danny Allan Kang
SCOTTSDALE, Arizona
Darrin Charles Jeffries
SCOTTSDALE, Arizona
Melissa Ann Jackson
SCOTTSDALE, Arizona
Mey-Yen Marie Moriuchi
SCOTTSDALE, Arizona
Michael Casares Mendez
SCOTTSDALE, Arizona
Takashi Bayard Moriuchi
SCOTTSDALE, Arizona
05

Office Locations

SCOTTSDALE, Arizona
7 advisors

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Data sourced from SEC Form ADV filings. ESTANCIA CAPITAL MANAGEMENT, LLC (CRD# 166478) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.