CAPITAL CS GROUP, LLC
Total AUM
$76.2M
Employees
3Clients
74Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
15375 BARRANCA PARKWAY
SUITE G-110
IRVINE
CA 92618
United States
SUITE G-110
IRVINE
CA 92618
United States
Operating Hours
9AM - 5PM
Monday - Friday
Monday - Friday
Phone
844-390-2797
Financials
Total AUM
$76.2M
Accounts
191Discretionary
$76.2M
Accounts
191Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
53AUM
$19.5M
HNW Individual Clients
20AUM
$42.9M
Corporation or Business Clients
1AUM
$13.8M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CTFLGASC
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.