Overview
Assets Under Management: $253 million
Headquarters: SARATOGA SPRINGS, NY
High-Net-Worth Clients: 236
Average Client Assets: $840,000
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 236
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 56.06
Average High-Net-Worth Client Assets: $840,000
Total Client Accounts: 465
Discretionary Accounts: 465
Regulatory Filings
CRD Number: 111837
Last Filing Date: 2024-02-22 00:00:00
Website: https://capital.net