Overview
Assets Under Management: $203 million
Headquarters: MCLEAN, VA
High-Net-Worth Clients: 56
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 56
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.66
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 361
Discretionary Accounts: 358
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 109800
Last Filing Date: 2024-03-25 00:00:00
Website: https://capfin.net