CAPITAL FINANCIAL GROUP, INC.
Total AUM
$237.4M
Employees
5Clients
238Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
13986 BOWLES AVE.
SUITE 200
LITTLETON
CO 80127
United States
SUITE 200
LITTLETON
CO 80127
United States
Operating Hours
7:30 A.M. - 4:30 P.M.
Monday - Friday
Monday - Friday
Phone
303-629-7500
Other Offices
4
Financials
Total AUM
$237.4M
Accounts
667Discretionary
$219.5M
Accounts
609Non-Discretionary
$17.9M
Accounts
58
Clients
Individual Clients
171AUM
$75.3M
HNW Individual Clients
62AUM
$147.1M
Pension/Profit Sharing Plan Clients
3AUM
$14.4M
Corporation or Business Clients
2AUM
$577.1K
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CACOFLNETX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.