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Building 2CAPITAL PORTFOLIO ADVISORS, INC.

Map pinDAYTON, OH
Phone937-299-9111
NotebookSEC #801-66444
Total AUM
$27M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3131 S. DIXIE DRIVE
SUITE 105
DAYTON
OH 45439
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
937-299-9111

ReceiptFinancials

Total AUM
$27M
Accounts
117
Discretionary
$27M
Accounts
117
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
KYOHTX

HandshakeAffiliates

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

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