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Building 2CAPITAL SECURITY ADVISORS LLC

Map pinBOSTON, MA
Phone(857) 288-1990
NotebookSEC #801-79019
Total AUM
$108M
Employees
5
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
239 CAUSEWAY STREET
SUITE 300
BOSTON
MA 02114
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
(857) 288-1990

ReceiptFinancials

Total AUM
$108M
Accounts
2
Discretionary
$12.7M
Accounts
1
Non-Discretionary
$95.3M
Accounts
1

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
MA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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