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Building 2CAPITAL TRUST ADVISORS

Map pinSAN RAFAEL, CA
Phone(415) 399-9100
NotebookSEC #801-121095
Total AUM
$402.6M
Employees
4
Clients
231

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1210 5TH AVENUE, #275
SAN RAFAEL
CA 94901
United States
Operating Hours
6:30 A.M. - 4:30 P.M.
Monday - Friday
Phone
(415) 399-9100
Other Offices
2

ReceiptFinancials

Total AUM
$402.6M
Accounts
514
Discretionary
$402.6M
Accounts
514
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
119
AUM
$48.7M
HNW Individual Clients
112
AUM
$353.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANHNVNYTXWA

HandshakeAffiliates

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

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