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Building 2CAPE ANN CAPITAL, INC.

Map pinCONCORD, MA
Phone978-254-5841
NotebookSEC #801-66982
Total AUM
$193M
Employees
2
Clients
246

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
22 GROVE STREET
CONCORD
MA 01742-1509
United States
Operating Hours
9:00 AM - 4:00 PM
Monday - Friday
Phone
978-254-5841
Other Offices
1

ReceiptFinancials

Total AUM
$193M
Accounts
549
Discretionary
$181.2M
Accounts
543
Non-Discretionary
$11.8M
Accounts
6

ContactClients

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Individual Clients
198
AUM
$86.6M
HNW Individual Clients
42
AUM
$92M
Pension/Profit Sharing Plan Clients
3
AUM
$10M
Charitable Organization Clients
3
AUM
$4.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLMANHVT

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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