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Building 2CAPITAL FINANCIAL SERVICES, INC.

Map pinMINOT, ND
Phone701-837-9600
NotebookSEC #801-24253
Total AUM
$212.7M
Employees
81
Clients
1,815

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1821 WEST BURDICK EXPRESSWAY
MINOT
ND 58701
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
701-837-9600
Other Offices
47

ReceiptFinancials

Total AUM
$212.7M
Accounts
1,816
Discretionary
$211.6M
Accounts
1,801
Non-Discretionary
$1.1M
Accounts
15

ContactClients

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Individual Clients
1,783
AUM
$158.5M
HNW Individual Clients
20
AUM
$45.9M
Pension/Profit Sharing Plan Clients
5
AUM
$2.7M
Charitable Organization Clients
1
AUM
$4.2M
Corporation or Business Clients
6
AUM
$1.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REFERRAL FEES FROM OTHER INVESTMENT ADVISORS.

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV

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

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