Caitlin James is a registered investment advisor at Clockwork Capital, LLC, based in Charlottesville, VA, with 2 years of industry experience. Caitlin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth. Their firm serves 1 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
427 Park Street, Charlottesville, VA, 22902
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Caitlin is an Associate Director at Clockwork Universe, Inc., a software company that helps clients track private securities portfolios. She spends nearly full-time hours on this business, including a significant portion during securities trading hours.
Employment History
Current Registrations
Clockwork Capital, LLC
Previous Registrations
Gam Services, INC.Broker
Citigroup Global Markets INC.Broker
State Registrations2 states
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