MSA Capital Management, Pllc
Firm details
- Headquarters
- ,
- CRD number
- 282650
- Fee structure
- Percentage of AUM
- Client types
- HNWI99.5%
- Individuals0.5%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
MSA Capital Management, Pllc is an independent registered investment adviser organized under individual ownership that provides fee-based portfolio management primarily to individuals and families, as well as small businesses. The firm charges a percentage-of-AUM advisory fee and focuses on discretionary portfolio management services. According to the available profile, it is not positioned as a capital allocator, does not claim active ESG investing, and is not identified as a multi-state or pension consultant adviser.
Assets & Accounts
Investments & Alternatives
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
- US Government Bonds65%
- Non-Exchange Traded Equities20%
- Exchange Traded Equities10%
- Cash & Cash Equivalents5%
Contacts
1 of 1
Martin Altimore
Sole ProprietorCRD 4048
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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