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Building 2CAPITAL MANAGEMENT SERVICES, INC.

Map pinMANCHESTER, MO
Phone636-207-5829
NotebookSEC #801-117988
Total AUM
$145.2M
Employees
6
Clients
242

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
410 SOVEREIGN CT.
SUITE 13
MANCHESTER
MO 63011
United States
Operating Hours
8:30AM-4:30PM
Monday - Friday
Phone
636-207-5829
Other Offices
3

ReceiptFinancials

Total AUM
$145.2M
Accounts
242
Discretionary
$145M
Accounts
240
Non-Discretionary
$200K
Accounts
2

ContactClients

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Individual Clients
215
AUM
$98.2M
HNW Individual Clients
27
AUM
$47M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
AZCACOFLGAILKSMIMONYTXWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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