Profitscore Capital Management, Inc
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Overview
Profitscore Capital Management, Inc operates as a financial advisory company that has its headquarters in Eagle, Idaho. Profitscore Capital Management, Inc handles $109.9 million in assets over 23 accounts, making it a mid-tier firm in the United States by assets under management (AUM). The firm has a small group, including 4 financial advisors. Profitscore Capital Management, Inc does not act as a registered broker-dealer, meaning the firm is not able to buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal assets such as bonds, stocks and options.
Profitscore Capital Management, Inc oversees all of its accounts in a discretionary manner. Discretionary management signifies that buy and sell decisions for the client's account are made by a portfolio manager without requiring client approval. The investment advisory firm oversees an average of $4.8 million for each customer account. The average financial advisor at Profitscore Capital Management, Inc administers about six client accounts, placing it among the more personalized financial advisor firms in the country.
Profitscore Capital Management, Inc's main office is located at 1028 S Bridgeway Pl, Eagle, Idaho 83616. It is allowed to provide services to customers in the state of Idaho.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Profitscore Capital Management, Inc by the Numbers
$109.9 million
4
23
$4.8 million
Fee Structure
Fees for financial management usually depend on the type of financial services offered. Fees billed by Profitscore Capital Management, Inc can consist of the following fee structures: asset-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 10% of firms
Other
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
Types of Clients
The company provides services to retail investors and other investment advisers. Out of its 23 accounts, Profitscore Capital Management, Inc's biggest client group by number of accounts is retail investors. None of its customers are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 100%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Profitscore Capital Management, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Profitscore Capital Management, Inc
Eagle, ID
Eagle, ID
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