BANCROFT CAPITAL, LLC
Firm details
- Headquarters
- FORT WASHINGTON, Pennsylvania
- CRD number
- 290665
- Registered since
- May 10, 2018
- Website
- www.bancroft4vets.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPension Consulting
Firm profile
FINTRXOverview
Bancroft Capital, LLC is a limited liability company that operates as a broker-dealer and independent broker-dealer / investment bank. The firm registered with the SEC in 2018 and is owned as a domestic entity with individual ownership reported. Its business mix centers on broker-dealer activity while also offering advisory services such as financial planning and pension consulting. Fee arrangements documented include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm is not identified as a capital allocator, is not active on ESG investing according to the record, and is not listed as a multi-state registered adviser or a newly formed adviser. There is no related adviser noted in the data. Industry affiliations are limited to broker-dealer activities.
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 1CAULDON QUINN
CEOCRD 4530968
Contacts
3 of 30Allante McGant
Employee CandidateCRD 7826131
Alix Cethoute
AssociateCRD 7256996
MELISSA DONAHUE
Vice President, OperationsCRD 2769830
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
FORT WASHINGTON, PA
MONTGOMERY
Location
FORT WASHINGTON, PA
Headquartered in FORT WASHINGTON, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- MONTGOMERY
- Address
- 501 Office Center Dr
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
COVENTRY SECURITIES, LLC
Broker-DealerFORT WASHINGTON, PA
LINCOLN INVESTMENT
Broker-DealerFORT WASHINGTON, PA
GRIFFIN FINANCIAL GROUP, LLC
Broker-DealerREADING, PA
KEYSTONE TRADING PARTNERS
Broker-DealerWAYNE, PA
INVICTA CAPITAL LLC
Broker-DealerOAKMONT, PA
MID ATLANTIC CLEARING & SETTLEMENT CORPORATION
Broker-DealerPITTSBURGH, PA