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Building 2CAPITAL FINANCIAL CONSULTANTS GROUP, INC.

Map pinSAN JUAN CAPISTRANO, CA
Phone949-248-8800
NotebookSEC #801-113545
Total AUM
$42M
Employees
5
Clients
107

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
31461 RANCHO VIEJO ROAD
SUITE 104
SAN JUAN CAPISTRANO
CA 92675
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
949-248-8800

ReceiptFinancials

Total AUM
$42M
Accounts
250
Discretionary
$42M
Accounts
250
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
79
AUM
$12M
HNW Individual Clients
28
AUM
$30M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLIDOR

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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