COMPOSED CAPITAL LLC
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 340948
- Fee structure
- Percentage of AUM
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Composed Capital LLC is organized as a limited liability company offering fee-based advisory services billed as a percentage of assets under management. Its advisory scope, as reported, includes financial planning, portfolio management for individuals and small businesses, pension consulting services and delivery of educational seminars or workshops. FINTRX classifies the firm as unclassified and notes it is not positioned as a capital allocator. The firm is not identified as an active ESG investor and is not registered as a multi-state adviser. Industry affiliation is listed broadly as an "Other Investment Adviser." No executive or ownership names were provided in the source data.
Assets & Accounts
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
Contacts
1 of 1JUSTIN WOLLMAN
Co-FounderCRD 4831622
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN FRANCISCO, CA
SAN FRANCISCO
Location
SAN FRANCISCO, CA
Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN FRANCISCO
- Address
- 575 Market St
- Time zone
- PT (UTC-8)
- Office locations
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