Certified Advisors

Company:
iCapital, LLC
Registration No:
CFX10121
Address:
62 Plympton St., Boston, MA, 02118, United States



View Certificate
Web Site:
http://www.icapllc.us
Registration Type:
Investment Advisor Certification
Program:
Participant directed retirement plans - ERISA 3(38) and 3(21) Elite Choiceâ„¢ Services and Elite Wealth Management discretionary and non-discretionary asset management services.
Current Registration Date:
10/02/2023
Initial Registration Date:
10/02/2010
Independent Assessment Reports. Click to download and save to your fiduciary file.
Registered Sites:
62 Plympton St., Boston, MA, 02118, United States