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PELLETON CAPITAL MANAGEMENT, LTD.
CRD 117679
13951 N SCOTTSDALE ROAD, SUITE 225, SUITE 225, SCOTTSDALE, AZ, 85254, United States
Phone
480-513-1830
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$12.0M
Discretionary AUM
$12.0M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2025-02-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 32 | $12.0M |
All web addresses on file
Official SEC filing: View on IAPD