Courseview Capital is a registered investment advisor based in Bronxville, New York, offering portfolio management services to individuals. Courseview Capital focuses on managing equity securities and cash equivalents for clients, operating on a discretionary basis to make investment decisions on behalf of investors.
Assets Under Management$3.2M
Clients6
Advisors1
Avg. per Client$530K
Avg. per Advisor$3.2M
Fee Structure
Investment management only (planning not offered)
Courseview Capital manages your investment portfolio on a discretionary basis, meaning they have the authority to buy and sell investments without asking you first. Specific fee percentages are not detailed in the available regulatory filing.
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