MSA Capital Management, Pllc

RIASEC Registered
Total AUM
$10M
Discretionary
$10M
100% of AUM
Avg account
$500K
Accounts
20
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
282650
Fee structure
Percentage of AUM
Client types
  • HNWI99.5%
  • Individuals0.5%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Msa Capital Management, Pllc operates as a private wealth management firm focusing on portfolio management for individuals and small businesses. The firm is structured as an individual ownership entity and does not classify itself under a specific category. Msa Capital Management emphasizes a personalized approach to investment management, catering primarily to individual and family clients. The firm employs a fee structure based on a percentage of assets under management, aligning its interests with those of its clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: US Government Bonds 65%, Non-Exchange Traded Equities 20%, Exchange Traded Equities 10%, Cash & Cash Equivalents 5%65%
  • US Government Bonds65%
  • Non-Exchange Traded Equities20%
  • Exchange Traded Equities10%
  • Cash & Cash Equivalents5%

Contacts

1 of 1
  • Martin Altimore

    Martin Altimore

    Sole ProprietorCRD 4048

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth