Is Capital Management

Is Capital Management (CRD# 306787) is a financial advisory firm headquartered in Garland, TX. They manage $2,575,248 in 21 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
Po Box 496239, Garland, TX 75049
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $122,631
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Is Capital Management
Showing 1 - 1 of 1 top financial advisors.
1
Melissa Crockett, financial advisor Dallas TX
Melissa J. Crockett
CRD#: 2551806
Dallas, TX

Melissa Crockett (CRD# 2551806) is an Investment Advisor Representative working at Is Capital Management in Dallas, TX and has over 29 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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