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SCHOOLCRAFT CAPITAL LLC
SCHOOLCRAFT CAPITAL LLC
BOULDER, Colorado
·
3 registered advisors
·
CRD# 174210
SEC# 801-110952
1
303-625-6868
01
Firm Overview
AUM
$1.2B
Regulatory assets under management
Employees
12
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at SCHOOLCRAFT CAPITAL LLC
3 registered advisors
Michael John Sherman
BOULDER, Colorado
CRD# 2286858
Oana Nm Bolton
BOULDER, Colorado
CRD# 4475524
Theodore Andrew Harris
BOULDER, Colorado
CRD# 4710388
05
Office Locations
BOULDER, Colorado
3 advisors
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Data sourced from SEC Form ADV filings. SCHOOLCRAFT CAPITAL LLC (CRD# 174210) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.