Overview
Assets Under Management: $1.2 billion
Headquarters: MILWAUKEE, WI
High-Net-Worth Clients: 243
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 243
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.73
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 888
Discretionary Accounts: 888
Regulatory Filings
CRD Number: 110639
Last Filing Date: 2024-12-03 00:00:00
Website: https://capinv.com