ICAPITAL, LLC - Financial Advisor in Massachusetts, Boston

Tel: (617)542-8700 62 Plympton Street Boston, Massachusetts 02118

About ICAPITAL, LLC

ICAPITAL, LLC is a Boston, Massachusetts based financial advisory firm with nearly $1,124,268,021 in assets under management and provides investment advisory services for 540 clients. There are currently 9 financial advisors at the firm.

General Information

Firm CRD#:

122816

Firm SEC#:

801-61527

Assets Under Management:

$1,124,268,021

No. of Clients:

540

No. of Advisors:

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Other (INVESTMENT MANAGEMENT FOR QUALIFIED PLANS)

Fee Structure:

A percentage of AUM, Fixed fees

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