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INVEST CAPITAL PARTNERS, CO.
INVEST CAPITAL PARTNERS, CO.
INVEST CAPITAL PARTNERS
SPRINGBORO, Ohio
·
1 registered advisor
·
CRD# 287987
SEC# 801-110218
5
937-557-3200
01
Firm Overview
AUM
$144M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at INVEST CAPITAL PARTNERS, CO.
1 registered advisor
John William Bach
SPRINGBORO, Ohio
CRD# 5436710
05
Office Locations
SPRINGBORO, Ohio
1 advisor
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Data sourced from SEC Form ADV filings. INVEST CAPITAL PARTNERS, CO. (CRD# 287987) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.