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Building 2CAPITA FINANCIAL NETWORK, LLC

Map pinDRAPER, UT
Phone801-566-5058
NotebookSEC #801-112411
Total AUM
$2.3B
Employees
59
Clients
2,888

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
14658 S. BANGERTER PKWY
STE 300
DRAPER
UT 84020
United States
Operating Hours
9:00 AM - 5 PM
Monday - Friday
Phone
801-566-5058
Other Offices
1

ReceiptFinancials

Total AUM
$2.3B
Accounts
7,042
Discretionary
$2.3B
Accounts
7,042
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
2,289
AUM
$1B
HNW Individual Clients
599
AUM
$1.3B

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAHIIAIDILLAMIMNMONCNENHNJNMNVNYOHORPASCSDTNTXUTVAWA

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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