Process Capital Management, LLC
Firm details
- Headquarters
- Coppell, Texas
- CRD number
- 343862
- Fee structure
- Percentage of AUM
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Process Capital Management, LLC is a privately owned limited liability company based in Texas that provides financial planning and discretionary portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and is organized under an individual owner structure. It does not identify itself as an ESG investor, does not act as a capital allocator, and is not positioned as a multi-state adviser or pension consultant.
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
Location
Coppell, TX
Dallas
Location
Coppell, TX
Headquartered in Coppell, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Dallas
- Address
- 537 Houston St
- Time zone
- CT (UTC-6)
- Office locations
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