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Building 2CAPVISOR ASSOCIATES, LLC

Map pin
Phone9736656370
NotebookSEC #801-110889
Total AUM
$633.1M
Employees
6
Clients
25

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9-5PM
Monday - Friday
Phone
9736656370
Other Offices
4

ReceiptFinancials

Total AUM
$633.1M
Accounts
25
Discretionary
$0
Accounts
0
Non-Discretionary
$633.1M
Accounts
25

ContactClients

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HNW Individual Clients
4
AUM
$22.6M
Insurance Company Clients
21
AUM
$610.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationOther ServicesPublications
Other Services
THIRD PARTY MARKETER STRATEGIC ASSET ALLOCATION; BENCHMARK SELECTION; INVESTMENT PLAN DESIGN
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
GA

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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