Adviser Profile
| As of Date | 11/11/2021 |
| Registration status | Registration Changed to SIMCOE CAPITAL, LLC |
| ADV Location | SPOKANE, WA, United States |
| Contact Info | 509 xxxxxxx |
| Websites |
| AUM* | 66,339,914 |
| of that, discretionary | 66,339,914 |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 22,113,305 |
| % High Net Worth | 100.00% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- No longer eligible
Client Types
- High net worth individuals
- State or municipal government entities
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Publication of periodicals or newsletters
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
115M
99M
82M
66M
49M
33M
16M
2016
2018
2019
2020
2021
Private Funds
No private funds