CAPCO ASSET MANAGEMENT, LLC
Tampa, Florida
Capco Asset Management, LLC, based in Tampa, FL, is a highly regarded investment advisory firm that caters to a diverse clientele. With over 20 individual clients and a remarkable $357,027,000 in assets under management, Capco excels in providing comprehensive financial solutions. As a small firm operating from a single office, they offer a personalized approach to investment management. An impressive 99% of the assets entrusted to Capco Asset Management are handled on a discretionary basis. This allows their team of experienced advisors to make well-informed decisions aligned with each client's unique financial objectives and ri...
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Assets Under Mgmt

$357.03M

Investment Professionals

2

Locations

0

% 401K & Individual

3%

% Discretionary

99%
Compensation Structure
A percentage of assets under your management
Performance-based fees
Services Provided Section
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
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