AI AGENT CAPITAL, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
LAS VEGAS, Nevada
CRD number
329981

Firm profile

FINTRX

Overview

Ai Agent Capital, LLC operates as a limited liability company focused on investment activities. The firm engages in managing pooled investment vehicles, primarily functioning as a general partner or managing member. While specific details about their investment preferences and strategies are not disclosed, the firm is classified as unclassified, indicating a broad approach to investment management. Notably, Ai Agent Capital is not recognized as an active ESG investor, which may influence their investment choices and client appeal.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • James Plante

    ManagerCRD 7859875

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

LAS VEGAS, NV

CLARK

Location

LAS VEGAS, NV

Headquartered in LAS VEGAS, NV, anchoring the Las Vegas-Henderson, NV metro in the West.

Metro area
Las Vegas-Henderson, NV
Region
West
County
CLARK
Address
2620 S Maryland Pkwy
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth