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Building 2CAPITAL INVESTMENT SERVICES, INC.

Map pinWEST CHESTER, PA
Phone484-356-9444
NotebookSEC #801-61135
Total AUM
$132.5M
Employees
4
Clients
35

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
140 W GAY ST
SUITE 200
WEST CHESTER
PA 19380
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
484-356-9444
Other Offices
1

ReceiptFinancials

Total AUM
$132.5M
Accounts
137
Discretionary
$132.5M
Accounts
137
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
25
AUM
$29M
HNW Individual Clients
10
AUM
$103.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
ADVICE ON MATTERS NOT INVOLVING SECURITIES.
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLAPAVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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