William
Harrell
Capco Asset Management, LLC
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About this Advisor
William Harrell is a financial advisor based in Tampa, Florida, working with Capco Asset Management, LLC. William has previously held a position at Capco Asset Management, LLC. William has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, William is part of Capco Asset Management, LLC, which operates out of Tampa, Florida. The firm has 3 employees and manages assets totaling $432.7 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, as well as portfolio management for pooled investment vehicles. The fee structure at Capco Asset Management, LLC includes asset-based and performance-based fees.
Certifications and Registrations
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Capco Asset Management, LLC Brokerage Details
$432,685,817
3
129
$3,354,154
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
William Harrell Work History
Capco Asset Management, LLC
Disclosures
Please visit the SEC profile of William Harrell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Capco Asset Management, LLC
Tampa, FL
Tampa, FL
Tampa, FL
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