CAPITAL FINANCIAL SERVICES LLC
Total AUM
$127.6M
Employees
5Clients
215Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
855 ROUTE 146
SUITE 180
CLIFTON PARK
NY 12065
United States
SUITE 180
CLIFTON PARK
NY 12065
United States
Operating Hours
BY APPOINTMENT
BY APPOINTMENT
BY APPOINTMENT
Phone
518-399-3903
Financials
Total AUM
$127.6M
Accounts
484Discretionary
$127.6M
Accounts
484Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
215AUM
$127.6M
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CTFLMANHNYTX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.