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⚲
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| Profitscore Capital Management Inc
✚
| |
|---|---|
| CRD # | 119210 |
| SEC # | 801-70342 |
| CIK # | |
| AUM | $70.2 MM (2024-01-02) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 208-472-8849 |
| Address | 1028 S Bridgeway Pl Eagle, ID 83616 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 10 | 1.2 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 3 | 69.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 13 | 70.2 |
| By Discretionary | ||
| Discretionary | 13 | 70.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 13 | 70.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 70.2 | |
| Total | 13 | 70.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Stage Wealth Management Inc
✚
|
NY | 0.1 |
|
Luesink Financial Planning LLC
✚
|
NY | 0.1 |
|
Apollo Wealth Management LLC
✚
|
NY | 0.1 |
|
Dutch Asset Corporation
✚
|
NY | 0.1 |
|
V&V Management Group Corporation
✚
|
NY | 0.1 |
|
Genesis Asset Management Group Inc
✚
|
NY | 0.1 |
|
Reynolds Capital Management LLC
✚
|
NV | 0.1 |
|
Stratacore Capital Management LLC
✚
|
NY | 0.1 |
|
Winthrop Partners - WPA LLC
✚
|
NY | 0.1 |
|
St James Investment Advisors LLC
✚
|
NY | 0.1 |