Overview
Assets Under Management: $217 million
Headquarters: CLIFTON PARK, NY
High-Net-Worth Clients: 88
Average Client Assets: $2 million
Frequently Asked Questions
CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #125689), CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC is subject to fiduciary duty under federal law.
CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC is headquartered in CLIFTON PARK, NY.
CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC serves 88 high-net-worth clients according to their SEC filing dated March 26, 2024. View client details ↓
According to their SEC Form ADV, CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC manages $217 million in client assets according to their SEC filing dated March 26, 2024.
According to their SEC Form ADV, CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 88
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.62
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 568
Discretionary Accounts: 568
Regulatory Filings
CRD Number: 125689
Last Filing Date: 2024-03-26 00:00:00
Website: https://cfany.com