Aquifer Capital, LLC
Firm details
- Headquarters
- Phoenix, Arizona
- CRD number
- 165364
- Website
- www.aquifercap.com
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Aquifer Capital, LLC is a limited liability company focused on providing portfolio management services for individuals, small businesses, and institutions. The firm operates with a fee structure based on a percentage of assets under management. While it does not identify as an active ESG investor, Aquifer Capital emphasizes a diverse investment approach that includes both traditional and alternative assets.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
James Kragenbring
Founder, President & Chief Investment OfficerCRD 3225491
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Phoenix, AZ
Maricopa
Location
Phoenix, AZ
Headquartered in Phoenix, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- Maricopa
- Address
- 1 N 1st St
- Time zone
- MT (UTC-7)
- Office locations
Similar firms
Smead Capital Management, Inc.
RIAPhoenix, AZ
Sovereign Investment Advisors LLC
RIAPhoenix, AZ
L. Roy Papp & Associates, LLP
RIAPhoenix, AZ
Wall Capital Group, Inc.
RIAPhoenix, AZ
The Coleridge Group LLC
RIAPhoenix, AZ
Quality Wealth Management
RIAPhoenix, AZ