Profitscore Capital Management, Inc. is a large advisory firm based in Eagle. It manages $304.2 million of regulatory assets for 24 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Idaho and Kentucky.
Profitscore Capital Management provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and index licensing. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Profitscore Capital Management, Inc. is $304.2 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1064% since the beginning of its operation, and $400 thousand of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Profitscore Capital Management, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and investment companies. The largest group of clients of John M. Mcclure is investment companies with 2 clients and $20.3 million of assets under management. Among the 8 most similar advisory firms, Profitscore Capital Management has the highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $24.1 million for 19 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 4% of the firm’s clients are foreign persons or businesses.
Profitscore Capital Management doesn't advise any private funds.
The company employs 6 people that are either part- or full-time employees. 83 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
John M. Mcclure has been acting as President since 1 Sep 1998. Michael M Mann joined the executive team most recently as the Chief Compliance Officer And Chief Operating Officer.
The principal office where Profitscore Capital Management, Inc. performs its advisory services is located at 1028 S Bridgeway Pl, Eagle, ID 83616, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 208-472-8849 or by fax 208-248-2228. The normal business hours are 9:00 a.m - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at profitscore.com.