PROFITSCORE CAPITAL MANAGEMENT, INC.

RIASEC RegisteredEst. 2009

Total AUM

$50.9M

Discretionary

$50.9M

100% of AUM

Avg account

$2.5M

Accounts

Employees

Advisory reps

Firm details

Headquarters: EAGLE, Idaho
CRD number: 119210
Registered since: July 1, 2009
Website: www.profitscoreindex.com
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 small, SEC-registered corporate advisory firm that has been registered since 2009 and is owned by an individual. The firm provides portfolio management to both individual and family clients as well as business and institutional clients. It also lists CPO/CTA activities among its business operations. Compensation is primarily fee-based using a percentage of assets under management, with other fee arrangements noted. Profitscore does not identify as an active ESG investor and is not registered as a multi-state adviser.