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Building 2CAPELLI FINANCIAL SERVICES INC

Map pinBLOOMFIELD HILLS, MI
Phone248-594-9282
NotebookSEC #801-48430
Total AUM
$336.6M
Employees
6
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
40950 WOODWARD AVENUE, SUITE 140
BLOOMFIELD HILLS
MI 48304-2260
United States
Operating Hours
9:00AM TO 4:30PM
Monday - Friday
Phone
248-594-9282

ReceiptFinancials

Total AUM
$336.6M
Accounts
819
Discretionary
$334.9M
Accounts
795
Non-Discretionary
$1.6M
Accounts
24

ContactClients

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None reported

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILMI

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

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