Adam
France
1492 Capital Management, LLC
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About this Advisor
Adam France is a chartered financial analyst based out of Milwaukee, Wisconsin who has 13 years of industry experience. France is currently employed by 1492 Capital Management, LLC. They have spent the entirety of their career at 1492 Capital Management, Llc. France holds a Series 63 license, qualifying them as a securities representative, and is registered to serve investors in Wisconsin. 1492 Capital Management, LLC is a firm operating out of Milwaukee, WI. It oversees $175 million in assets among its 106 client accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. The firm advises 10 charities and foundations. Of its 106 client accounts, 74% belong to high-net-worth investors who have at least $1 million in assets available to invest. The company has a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Financial management fees usually are based on the type of services offered. However, fees charged by 1492 Capital Management, LLC can include any combination of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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1492 Capital Management, LLC Brokerage Details
$174,891,971
5
106
$1,649,924
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Adam France Work History
Adam has been registered as a financial advisor for 13 years.*
1492 Capital Management LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Adam France 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 1492 Capital Management, LLC
Milwaukee, WI
Milwaukee, WI
Milwaukee, WI
The content in this profile was updated by SmartAsset on 4/16/2023. 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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