Docsa Capital Management, Inc.
Docsa Capital Management, Inc. (CRD# 124302) is a financial advisory firm headquartered in Portage, MI. They manage $76,077,244 in 206 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
Docsa Capital Management, Inc.
By the Numbers
-
Total Assets Under Management76MILLION
-
Total Number of Accounts206ACCOUNTS
-
Average Account Value$369,307
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, FL, LA, MI
Financial Advisors at Docsa Capital Management, Inc.
1
Sophit Lee (CRD# 3041901) is an Investment Advisor Representative working at Docsa Capital Management, Inc. in Portage, MI and has over 26 years of experience in the finance industry.
2
Timothy Schauer (CRD# 4624748) is an Investment Advisor Representative working at Docsa Capital Management, Inc. in Portage, MI and has over 23 years of experience in the finance industry.
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