At-a-glance
Overview
At 10th Street Capital®, we’ve witnessed open-minded individuals seeking alternative options to traditional “exchange-theory” financial planning experience a profound sense of peace and relief in their lives. We take a tax-sensitive approach to fee-based financial planning, portfolio management, and insurance planning. We're an Authorized Infinite Banking Concept® Practitioner and often use the IBC as a foundational element of financial planning.
We operate virtually, extending our services to clients across the United States of America.
Our primary focus is to foster client relationships that revolve around the implementation of sound advice, ensuring that each client feels valued and understood. With that foundation, we collaborate with clients to develop flexible, deeply researched financial plans built around controlling existing cash flows, capital accumulation and utilization, and a solid understanding of the tax code.
Our clients generally desire to maximize their resources while maintaining complete control of their capital to ensure their financial certainty. This sense of control empowers them, as they trust in their own abilities rather than delegating all their responsibility to others. They also understand that controlling the flow and location of their capital is the foundation of opportunistic investing because patient, increasing capital attracts higher and higher quality opportunities.
In our experience, this planning style naturally lends itself to those with variable cash flow, like business owners, those who are forward-looking and gravitate toward multigenerational wealth, and accomplished individuals at the top of their field.
Business Details
- Location of This Business
- 1014 Tasker St, Philadelphia, PA 19148-1126
- BBB File Opened:
- 8/4/2023
- Years in Business:
- 1
- Business Started:
- 10/26/2022
- Business Incorporated:
- 10/26/2022
- Accredited Since:
- 8/25/2023
- Licensing Information:
- This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.BBB records show a license number of CRD# 325171 for this business, issued by Financial Industry Regulatory Authority (FINRA)
These agencies may include:
Financial Industry Regulatory Authority (FINRA)
1735 K Street
Washington DC 20006
BBB records show a license number of 1107182 for this business, issued by Insurance Department-PA. The expiration date of this license is 12/29/2024.These agencies may include:
Insurance Department-PA
1321 Strawberry Square, 13th FL
Harrisburg PA 17120
Fax: (717) 7878585
- Type of Entity:
- Limited Liability Company (LLC)
- Alternate Business Name
- 10TH STREET CAPITAL
- Business Management
- Mr. Joseph P. DeFazio, Founder
- Contact Information
Principal
- Mr. Joseph P. DeFazio, Founder
Customer Contact
- Mr. Joseph P. DeFazio, Founder
- Additional Contact Information
Email Addresses
- Primary
Customer Complaints
0 Customer Complaints
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