CAPITAL FINANCIAL SERVICES LLC
  • CAPITAL FINANCIAL SERVICES LLC

Adviser Profile

As of Date 02/03/2024
Registration status Terminated
ADV Location GLENVILLE, NY, United States
Contact Info 518 xxxxxxx
Websites
AUM* 127,604,183
of that, discretionary 127,604,183
Number of Employees 5
of those in investment advisory functions 2 -33%
Private Fund GAV* 0
Avg Account Size 263,645
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

128M 109M 91M 73M 55M 36M 18M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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