Profitscore Capital Management, Inc.

RIASEC RegisteredEst. 2009
Total AUM
$50.9M
Discretionary
$50.9M
100% of AUM
Avg account
$2.5M
Accounts
20
Employees
5
Advisory reps
2

Firm details

Headquarters
Eagle, Idaho
CRD number
119210
Registered since
July 1, 2009
Fee structure
Percentage of AUM, Other
Client types
  • Other Investment Advisers98.23%
  • Individuals1.77%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Profitscore Capital Management, Inc. is a privately owned corporate RIA that has been SEC-registered since 2009. The firm serves high-net-worth individuals and families as well as institutional clients, providing portfolio management for individuals/small businesses and for businesses or institutions. Its reported business activities include acting as a CPO/CTA, and its fee model is primarily a percentage of assets under management supplemented by other fees. The firm is not registered as a multi-state adviser and does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 100%100%
  • Public Funds/Mutual Funds100%

Owners & executives

2 of 2
  • Michael Mann

    Michael Mann

    Chief Compliance OfficerCRD 6778080

  • John Mcclure

    John Mcclure

    President, CIOCRD 4519008

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Eagle, ID

Ada

Location

Eagle, ID

Headquartered in Eagle, ID, anchoring the Boise City-Mountain Home-Ontario, ID-OR metro in the West.

Metro area
Boise City-Mountain Home-Ontario, ID-OR
Region
West
County
Ada
Address
1028 S Bridgeway Pl
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth