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Building 2CAPITAL INVESTMENT MANAGEMENT, INC

Map pinLEE'S SUMMIT, MO
Phone816-246-1212
NotebookSEC #801-76972
Total AUM
$558.9M
Employees
10
Clients
1,072

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
608 S.W. 3RD ST.
LEE'S SUMMIT
MO 64063
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
816-246-1212

ReceiptFinancials

Total AUM
$558.9M
Accounts
1,072
Discretionary
$558.9M
Accounts
1,072
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
932
AUM
$278.5M
HNW Individual Clients
140
AUM
$280.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SOLICITOR/REFERRAL FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
ARAZCOFLILKSLAMOOKTX

HandshakeAffiliates

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

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