CAPITAL COVE BANCORP LLC
Legal name: CAPITAL COVE FINANCIAL
CRD #155705 SEC #801-72018 NEWPORT BEACH, CA 877-639-6120
SEC Registered
Total AUM
$45M
Discretionary
$35M
Employees
11
Clients
26
Accounts
45
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2013 | $62M | $45M | $17M | 30 | 26 |
| Dec 2013 | $62M | $45M | $17M | 30 | 26 |
| Dec 2013 | $62M | $45M | $17M | 30 | 26 |
| Jul 2013 | $62M | $45M | $17M | 30 | 26 |
| Jul 2012 | $45M | $35M | $10M | 11 | 26 |
| Apr 2011 | $39M | $37M | $2M | -- | -- |
| Mar 2011 | $39M | $37M | $2M | -- | -- |
| Jan 2011 | $39M | $37M | $2M | -- | -- |
| Nov 2010 | $39M | $37M | $2M | -- | -- |
DateDec 2013
Total AUM$62M
Discretionary$45M
Non-Disc.$17M
Employees30
Clients26
DateDec 2013
Total AUM$62M
Discretionary$45M
Non-Disc.$17M
Employees30
Clients26
DateDec 2013
Total AUM$62M
Discretionary$45M
Non-Disc.$17M
Employees30
Clients26
DateJul 2013
Total AUM$62M
Discretionary$45M
Non-Disc.$17M
Employees30
Clients26
DateJul 2012
Total AUM$45M
Discretionary$35M
Non-Disc.$10M
Employees11
Clients26
DateApr 2011
Total AUM$39M
Discretionary$37M
Non-Disc.$2M
Employees--
Clients--
DateMar 2011
Total AUM$39M
Discretionary$37M
Non-Disc.$2M
Employees--
Clients--
DateJan 2011
Total AUM$39M
Discretionary$37M
Non-Disc.$2M
Employees--
Clients--
DateNov 2010
Total AUM$39M
Discretionary$37M
Non-Disc.$2M
Employees--
Clients--