COMPOSED CAPITAL LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
340948
Fee structure
Percentage of AUM
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Composed Capital LLC is organized as a limited liability company offering fee-based advisory services billed as a percentage of assets under management. Its advisory scope, as reported, includes financial planning, portfolio management for individuals and small businesses, pension consulting services and delivery of educational seminars or workshops. FINTRX classifies the firm as unclassified and notes it is not positioned as a capital allocator. The firm is not identified as an active ESG investor and is not registered as a multi-state adviser. Industry affiliation is listed broadly as an "Other Investment Adviser." No executive or ownership names were provided in the source data.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • JUSTIN WOLLMAN

    Co-FounderCRD 4831622

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
575 Market St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth