17 CAPITAL PARTNERS, LLC

RIASEC RegisteredEst. 2021

Total AUM

$246M

Discretionary

$240M

98% of AUM

Avg account

$592K

Accounts

416

Employees

Advisory reps

Firm details

Headquarters: PHOENIX, Arizona
CRD number: 283013
Registered since: April 23, 2021
Website: www.17capital.com
Custodians: RBC CAPITAL MARKETS, LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI84.17%
Individuals11.37%
Pension & Profit Sharing Plans1.77%
Corporations / Businesses1.36%
Charitable Organizations1.33%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

17 Capital Partners, LLC is an independent, advisor-owned RIA organized as an LLC and registered with the SEC in 2021. The firm positions itself as both a discretionary portfolio manager and a capital allocator for a mixed client base that includes high-net-worth individuals and families as well as institutional investors. Its advisory model combines percentage-of-AUM and fixed-fee billing and lists a broad set of services: financial planning, portfolio management for individuals and for businesses or institutions, pension consulting services (listed among its advisory activities), selection of other advisers, and client-facing publications and educational workshops. The firm is not identified as an active ESG investor and is not indicated as a multi-state adviser.