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JAMES CAPITAL ALLIANCE INC
JAMES CAPITAL ALLIANCE INC
XENIA, Ohio
·
2 registered advisors
·
CRD# 107078
SEC# 801-42655
0
937-429-7384
01
Firm Overview
AUM
$274M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at JAMES CAPITAL ALLIANCE INC
2 registered advisors
Ann Marie Shaw-Kremer
XENIA, Ohio
CRD# 2253982
Michael James Mcgraw
XENIA, Ohio
CRD# 2283229
05
Office Locations
XENIA, Ohio
2 advisors
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Data sourced from SEC Form ADV filings. JAMES CAPITAL ALLIANCE INC (CRD# 107078) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.