Overview
Assets Under Management: $152 million
Headquarters: WELLESLEY, MA
High-Net-Worth Clients: 82
Average Client Assets: $1.7 million
Frequently Asked Questions
CAPITAL FORMATION GROUP, INC. 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 #110958), CAPITAL FORMATION GROUP, INC. is subject to fiduciary duty under federal law.
CAPITAL FORMATION GROUP, INC. is headquartered in WELLESLEY, MA.
CAPITAL FORMATION GROUP, INC. serves 82 high-net-worth clients according to their SEC filing dated March 30, 2018. View client details ↓
According to their SEC Form ADV, CAPITAL FORMATION GROUP, INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
CAPITAL FORMATION GROUP, INC. manages $152 million in client assets according to their SEC filing dated March 30, 2018.
According to their SEC Form ADV, CAPITAL FORMATION GROUP, INC. 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: 82
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.33%
Average Client Assets: $1.7 million
Total Client Accounts: 238
Discretionary Accounts: 176
Non-Discretionary Accounts: 62
Regulatory Filings
CRD Number: 110958
Filing ID: 1201351
Last Filing Date: 2018-03-30 10:50:00