Denner Capital Management
RIAState Registered
Total AUM
$11.1M
Discretionary
$11.1M
100% of AUM
Avg account
$1.2M
Accounts
9
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 116879
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Denner Capital Management operates as a sole proprietorship, focusing primarily on portfolio management for individuals and small businesses. The firm caters to a client base that includes individuals and families, offering a fee structure based on a percentage of assets under management. Denner Capital Management does not engage in capital allocation or ESG investing, and it is not classified as a multi-state adviser. The firm is solely owned by an individual, whose identity is not disclosed in the provided data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- Non-Exchange Traded Equities20%
- Investment Grade Corp Bonds10%
- Non-Investment Grade Corp Bonds10%
- Cash & Cash Equivalents10%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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