AZIMUTH CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- WINTHROP, Maine
- CRD number
- 165740
- Website
- www.azimuthme.com
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI51.02%
- Individuals47.89%
- Corporations / Businesses1.1%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Azimuth Capital Management, LLC is an independent, owner-operated registered investment adviser organized as an LLC that serves individual and family clients. The firm combines financial planning with portfolio management across individual, small business, and institutional relationships and also lists pension consulting among its advisory services. It charges clients both a percentage of assets under management and hourly fees. Azimuth does not market itself as an active ESG investor, is not designated a multistate adviser, and does not act as a capital allocator.
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
Asset composition
- Other100%
Owners & executives
1 of 1KENNETH DALEY
Founder and CEOCRD 1835993
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WINTHROP, ME
KENNEBEC
Location
WINTHROP, ME
Headquartered in WINTHROP, ME, in the Northeast of the United States.
- Region
- Northeast
- County
- KENNEBEC
- Address
- 150 Main St
- Time zone
- ET (UTC-5)
- Office locations
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