Overview
Assets Under Management: $1.8 billion
Headquarters: DRAPER, UT
High-Net-Worth Clients: 22
Average Client Assets: $40 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 22
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 47.55
Average High-Net-Worth Client Assets: $40 million
Total Client Accounts: 5,991
Discretionary Accounts: 5,991
Regulatory Filings
CRD Number: 290558
Filing ID: 2007705
Last Filing Date: 2025-08-04 18:21:00
Website: https://www.capitafinancialnetwork.com