Docsa Capital Management

Finance · Michigan, United States · 1-10 Employees

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Overview

Headquarters

8080 Moorsbridge Rd Ste 200, Portage, Mi...

Phone Number

(269) 488-2322

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Docsa Capital Management

Docsa Capital Management, Inc. is an independent, fee-only Registered Investment Advisor firm operating in Michigan, Florida, California, and Louisiana. The firm is dedicated to providing objective financial advice, quality portfolio management, and comprehensive financial planning services while minimizing conflicts of interest. Their offerings include educational materials, tools, and resources designed to help clients make informed financial decisions. The intended clients are individuals seeking unbiased financial guidance and effective retirement planning.Explore more
Docsa Capital Management's Social MediaPopular SearchesDocsa Capital Management IncCapital Management IncDocsa Capital ManagementDosca Capital Managementdocsacapital.comSIC Code 62,628NAICS Code 52,523Show more

Docsa Capital Management Org Chart

PhoneEmail
MH
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Portfolio Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Docsa Capital Management

<$5M
1-10
Private
-
1994
MH
Matthew HarrisonPortfolio Manager
$5.6M
11-50
Private
-
2015
JK
Joseph KloecknerFinancial Advisor
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
<$5M
1988
BC
Bob CourtneyOwner and President
<$5M
1-10
Private
-
2006
AF
Alan FischerOwner, Founder, and Senior Wealth Manager
<$5M
1-10
Private
-
2016
NV
Nicole VongManager, Client Services
<$5M
1-10
Private
-
1972
MF
Matthew FurlongPrincipal and Portfolio Manager
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Company Profile Activity

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Among all Finance companies

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Activity Insights

Docsa Capital Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Docsa Capital Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Docsa Capital Management.

Docsa Capital Management Tech Stack

A closer look at the technologies used by Docsa Capital Management

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Frequently Asked Questions Regarding Docsa Capital Management

What is Docsa Capital Management's official website?
Docsa Capital Management's official website is www.docsacapital.com
What is Docsa Capital Management's Revenue?
Docsa Capital Management's revenue is <$5 Million
What is Docsa Capital Management's SIC code?
Docsa Capital Management's SIC: 62,628
What is Docsa Capital Management's NAICS code?
Docsa Capital Management's NAICS: 52,523
How many employees does Docsa Capital Management have?
Docsa Capital Management has 1-10 employees
What industry does Docsa Capital Management belong to?
Docsa Capital Management is in the industry of: Finance, Securities Trading
What is Docsa Capital Management competition?
Docsa Capital Management top competitors include: Prism Financial Group, Sterling Wealth Partners, Stockade Wealth Management, Legacy Wealth Management Group Las Vegas
What technology does Docsa Capital Management use?
Some of the popular technologies that Docsa Capital Management uses are: Cloudflare Website Optimization, Microsoft 365, GoDaddy DNS, Cloudflare Security
How do I contact Docsa Capital Management?
Docsa Capital Management contact info: Phone number: (269) 488-2322 Website: www.docsacapital.com
What does Docsa Capital Management do?

Docsa Capital Management, Inc. is an independent, fee-only Registered Investment Advisor firm operating in Michigan, Florida, California, and Louisiana. The firm is dedicated to providing objective financial advice, quality portfolio management, and comprehensive financial planning services while minimizing conflicts of interest. Their offerings in... clude educational materials, tools, and resources designed to help clients make informed financial decisions. The intended clients are individuals seeking unbiased financial guidance and effective retirement planning.Read More

What are Docsa Capital Management social media links?
Docsa Capital Management Linkedin page
Is Docsa Capital Management a public company?
Docsa Capital Management is private company therefore does not currently have an official ticker symbol
See more information about Docsa Capital Management

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