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Building 2THE CAPITAL GROUP

Map pinCRANSTON, RI
Phone401-943-2210
NotebookSEC #801-69517
Total AUM
$58.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1220 PONTIAC AVENUE
SUITE 301
CRANSTON
RI 02920
United States
Operating Hours
8:30-5:00
Monday - Friday
Phone
401-943-2210

ReceiptFinancials

Total AUM
$58.5M
Accounts
467
Discretionary
$50M
Accounts
375
Non-Discretionary
$8.5M
Accounts
92

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMANHRI

HandshakeAffiliates

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

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