17 Capital Partners, LLC

RIASEC RegisteredEst. 2021

Total AUM

$246M

Discretionary

$240M

98% of AUM

Avg account

$592K

Accounts

416

Employees

Advisory reps

Firm details

Headquarters: Phoenix, Arizona
CRD number: 283013
Registered since: April 23, 2021
Website: www.17capital.com
Custodians: RBC CAPITAL MARKETS, LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI84.17%
Individuals11.37%
Pension & Profit Sharing Plans1.77%
Corporations / Businesses1.36%
Charitable Organizations1.33%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

17 Capital Partners, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2021. The firm operates as a capital allocator for both individual & family clients and institutional mandates, charging either a percentage of assets under management or fixed fees. Its advisory scope includes financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension-related consulting services, selection of outside managers, and client education through publications and workshops. The adviser is not classified as an active ESG investor and is not identified as a multi-state adviser.