Fogel Capital Management
Highly Engaged Employees
Highly Engaged EmployeesFinance · Florida, United States · 11-50 Employees
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Overview
Headquarters
453 SE Riverside Dr, Stuart, Florida, 34...Phone Number
(772) 223-9686Website
www.fogelcapital.comRevenue
<$5 MillionIndustry
About Fogel Capital Management
Fogel Capital is a Federally Registered Investment Advisory firm located in Stuart, FL and New York, NY, specializing in personalized investment management services tailored to the unique financial situations of individuals, trusts, guardianships, institutions, and corporations. Their offerings include corporate retirement plans, retirement planning, trust administration, estate and tax planning, and family office services. The firm prides itself on a disciplined investment philosophy focused on capital preservation and has a team of experienced professionals with extensive backgrounds in finance and investment management. Fogel Capital aims to provide exceptional service and customized strategies to help clients achieve their financial goals.Explore more
Fogel Capital Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Fogel Capital Management
<$5M
11-50
Private
<$5M
1995
MF
Maxwell FogelVice President, Private Wealth Advisor
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Frequently Asked Questions Regarding Fogel Capital Management
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Fogel Capital is a Federally Registered Investment Advisory firm located in Stuart, FL and New York, NY, specializing in personalized investment management services tailored to the unique financial situations of individuals, trusts, guardianships, institutions, and corporations. Their offerings include corporate retirement plans, retirement plannin... Read More
