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Building 2CAPITAL REGION FINANCIAL GROUP, LLC

Map pinFOLSOM, CA
Phone916-985-6000
NotebookSEC #801-71888
Total AUM
$70.1M
Employees
2
Clients
62

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
101 PARKSHORE DRIVE
SUITE 100
FOLSOM
CA 95630
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
916-985-6000

ReceiptFinancials

Total AUM
$70.1M
Accounts
121
Discretionary
$0
Accounts
0
Non-Discretionary
$70.1M
Accounts
121

ContactClients

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Individual Clients
30
AUM
$8.6M
HNW Individual Clients
9
AUM
$12.5M
Pension/Profit Sharing Plan Clients
23
AUM
$49M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

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

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