Home
›
Firms
›
STRATEGY CAPITAL LLC
STRATEGY CAPITAL LLC
LOS ALTOS, California
·
2 registered advisors
·
CRD# 169007
SEC# 801-114124
1
650-917-8700
01
Firm Overview
AUM
$921M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (pooled investments)
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
04
Advisors at STRATEGY CAPITAL LLC
2 registered advisors
Hamilton Wright Helmer
LOS ALTOS, California
CRD# 4619430
John Clark Rutherford
LOS ALTOS, California
CRD# 6265501
05
Office Locations
LOS ALTOS, California
2 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. STRATEGY CAPITAL LLC (CRD# 169007) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.