Social Justice Capital LLC
Firm details
- Headquarters
- ,
- CRD number
- 333569
- Website
- socialjusticecapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Social Justice Capital LLC is an independent, individually owned registered investment adviser operating as a limited liability company. The firm serves individual and family clients and offers a mix of financial planning, discretionary portfolio management for individuals and small businesses, and educational seminars or workshops. Its fee model includes asset-based fees as well as hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor and is not flagged as a multi-state or pension consultant adviser.
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 Equities80%
- Public Funds/Mutual Funds18%
- Derivatives1%
- Cash & Cash Equivalents1%
Contacts
1 of 1
James Mohamdein
Investment Advisor RepresentativeCRD 7404561
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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