Mark
Tracy
Km Capital Management, LTD
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About this Advisor
Mark Tracy is a financial advisor based in Austin, Texas, working with Km Capital Management, LTD. Mark has previously held a position at Km Capital Management, LTD and is registered to provide services in Texas. Currently, Mark is part of Km Capital Management, LTD, which operates out of Austin, Texas. The firm has 1 office and 7 employees. The firm manages assets totaling $307.9 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and other services. The fee structure at Km Capital Management, LTD includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Km Capital Management, LTD Brokerage Details
$307,905,099
7
246
$1,251,647
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Other
Mark Tracy Work History
Km Capital Management, LTD
Disclosures
Please visit the SEC profile of Mark Tracy 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 Km Capital Management, LTD
Austin, TX
Austin, TX
Atlanta, GA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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