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CAPITAL ASSETS
(239) 435-3525
SEC #801-37229Total AUM
$22.8M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
9 A.M. - 4 P.M.
Monday - Friday
Monday - Friday
Phone
(239) 435-3525
Financials
Total AUM
$22.8M
Accounts
42Discretionary
$22.8M
Accounts
42Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
FL
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.