Power Shares Capital Management LLC is an adviser based in Wheaton. It manages $14 billion of regulatory assets for 95 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Illinois.
Power Shares Capital Management provides portfolio management for investment companies. 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 Power Shares Capital Management LLC is $14 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 14185% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Power Shares Capital Management LLC 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.
Harold B Bond has been acting as President since 1 Aug 2002. Deanna Broggi Marotz joined the executive team most recently as the Chief Compliance Officer.
The principal office where Power Shares Capital Management LLC performs its advisory services is located at 301 West Roosevelt Road, Wheaton, IL 60187, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 630-933-9600 or by fax 630-933-9699. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at www.powershares.com.