Irish Capital LLC
RIAState Registered
Total AUM
$8.1M
Discretionary
$8.1M
100% of AUM
Avg account
$54.5K
Accounts
148
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 334498
- Website
- irishcapitalkc.com
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI53.01%
- Individuals46.99%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Irish Capital LLC is an independent, owner-operated advisory firm organized as an LLC that focuses on individual and family clients. The firm provides financial planning and portfolio management services for individuals and small businesses and charges clients via a percentage-of-AUM fee schedule and hourly billing. The firm does not present itself as a capital allocator or pension consultant and is not an ESG-focused manager.
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
Location
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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