CAPITA FINANCIAL NETWORK, LLC
Total AUM
$2.3B
Employees
59Clients
2,888Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
14658 S. BANGERTER PKWY
STE 300
DRAPER
UT 84020
United States
STE 300
DRAPER
UT 84020
United States
Operating Hours
9:00 AM - 5 PM
Monday - Friday
Monday - Friday
Phone
801-566-5058
Other Offices
1
Financials
Total AUM
$2.3B
Accounts
7,042Discretionary
$2.3B
Accounts
7,042Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
2,289AUM
$1B
HNW Individual Clients
599AUM
$1.3B
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOFLGAHIIAIDILLAMIMNMONCNENHNJNMNVNYOHORPASCSDTNTXUTVAWA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.