Perfetta Capital, LLC
Firm details
- Headquarters
- ,
- CRD number
- 331779
- Custodians
- ALTRUIST FINANCIAL LLC, CHARLES SCHWAB & CO., INC., ASCENSUS FINANCIAL SERVICES LLS
- Fee structure
- Percentage of AUM
- Client types
- Individuals39.98%
- HNWI37.64%
- Pension & Profit Sharing Plans22.38%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Perfetta Capital, LLC operates as an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients, managing portfolios for individuals and small businesses and providing pension consulting services. Its fee model is based on a percentage of assets under management. The firm is not identified as an active ESG investor and is not designated as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds90%
- Exchange Traded Equities6%
- Private Funds2%
- Cash & Cash Equivalents2%
Contacts
1 of 1
Michael Brooks
Investment AdvisorCRD 5439554
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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