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Docsa Capital Management, Inc. CRD 124302
$95.4M regulatory AUM 5 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
8080 Moorsbridge Rd Suite 200, Portage, MI 49024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2019-09-09 |
| FL | RA | APPROVED | 2017-03-03 |
| MI | RA | APPROVED | 2010-12-20 |
| CA | RA | APPROVED | 2001-04-30 |
Branch Locations
8080 Moorsbridge Rd Suite 200, Portage, MI 49024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Docsa Capital Management, Inc. | Portage | MI | 09/2000 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-03-31 |
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