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Ittner Bull Capital Partners LLC (Scottsdale)


Ittner Bull Capital Partners LLC is a related adviser based in Scottsdale. It manages $10.91 million of regulatory assets for 50 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Arizona.

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Ittner Bull Capital Partners provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ittner Bull Capital Partners: assets under management

The assets under management (AUM) of Ittner Bull Capital Partners LLC is $10.91 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $10.91 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $218.22 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ittner Bull Capital Partners LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Scottsdale

The principal office where Ittner Bull Capital Partners LLC performs its advisory services is located at 8800 East Raintree Drive, Scottsdale, AZ 85260, 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 480-990-3719 or by fax 480-483-9742. The normal business hours are 8am to 5pm on Monday - Friday. You can find more information about the New York firm at www.ittnerbullcapitalpartners.com.


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