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Building 2CAPTRUST ADVISORS, LLC

Map pinTAMPA, FL
Phone813-218-5000
NotebookSEC #801-67587
Total AUM
$226M
Employees
43
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
102 W. WHITING STREET
SUITE 400
TAMPA
FL 33602
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
813-218-5000

ReceiptFinancials

Total AUM
$226M
Accounts
13
Discretionary
$226M
Accounts
13
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningOther ServicesPension Consulting
Other Services
PROVIDES INVESTMENT ADVISORY AND COUNSULTING SERVICES FOR BUSINESS, INSTITUTIONAL CLIENTS, FAMILIES AND SMALL BUSINESSES
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLAMINHNYOHVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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