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Building 2CAPTRUST FINANCIAL ADVISORS

Map pinCHADDS FORD, PA
Phone(610) 388-6246
NotebookSEC #801-72986
Total AUM
$199.2M
Employees
5
Clients
212

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
330 KENNETT PIKE
SUITE 209
CHADDS FORD
PA 19317
United States
Operating Hours
9:00AM EST TO 5:00PM EST
Monday - Friday
Phone
(610) 388-6246

ReceiptFinancials

Total AUM
$199.2M
Accounts
536
Discretionary
$11.4M
Accounts
1
Non-Discretionary
$187.8M
Accounts
535

ContactClients

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Individual Clients
131
AUM
$13.4M
HNW Individual Clients
77
AUM
$153.4M
Pooled Vehicle Clients
1
AUM
$11.4M
Pension/Profit Sharing Plan Clients
1
AUM
$17.7M
Charitable Organization Clients
1
AUM
$3.2M
Corporation or Business Clients
1
AUM
$109.3K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
DEMDNJPA

HandshakeAffiliates

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

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