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Building 2CAPITAL FINANCIAL PLANNERS

Map pinSALEM, OR
Phone503-585-1067
NotebookSEC #801-119386
Total AUM
$284.8M
Employees
5
Clients
223

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1640 LIBERTY ST SE
SALEM
OR 97302
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
503-585-1067

ReceiptFinancials

Total AUM
$284.8M
Accounts
575
Discretionary
$284.8M
Accounts
575
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
129
AUM
$75.7M
HNW Individual Clients
92
AUM
$197.8M
Charitable Organization Clients
1
AUM
$1.8M
Corporation or Business Clients
1
AUM
$9.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
RETIREMENT PLAN CONSULTING SERVICES
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAORTXWA

HandshakeAffiliates

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

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