Dreyfuss Capital Management LLC
Firm details
- Headquarters
- Jackson, Wyoming
- CRD number
- 309769
- Website
- www.dreyfusscapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI78.42%
- Individuals16.3%
- Other Investment Advisers5.27%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Dreyfuss Capital Management LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its billing mixes a percentage-of-AUM model with hourly and fixed-fee arrangements. The adviser does not position itself as a capital allocator or pension consultant, and it does not market as an active ESG investor. The firm lists an industry affiliation with an insurance company, which may inform some of its product use and planning work.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities60%
- Public Funds/Mutual Funds32%
- Investment Grade Corp Bonds3%
- US Government Bonds2%
- State & Local Bonds1%
Contacts
1 of 1
Noah Dreyfuss
Senior Financial AdvisorCRD 6080602
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Jackson, WY
Teton
Location
Jackson, WY
Headquartered in Jackson, WY, in the West of the United States.
- Region
- West
- County
- Teton
- Address
- 680 S Cache St
- Time zone
- MT (UTC-7)
- Office locations
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