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Building 2CAPTRUST WEALTH ADVISORS

Map pinHOLLAND, MI
Phone(616) 392-5332
NotebookSEC #801-80687
Total AUM
$2B
Employees
26
Clients
926

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
85 E 8TH STREET
SUITE 150
HOLLAND
MI 49423
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
(616) 392-5332

ReceiptFinancials

Total AUM
$2B
Accounts
2,988
Discretionary
$2B
Accounts
2,981
Non-Discretionary
$12.3M
Accounts
7

ContactClients

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Individual Clients
497
AUM
$173.4M
HNW Individual Clients
366
AUM
$1.4B
Pension/Profit Sharing Plan Clients
9
AUM
$21M
Charitable Organization Clients
29
AUM
$195M
Corporation or Business Clients
25
AUM
$186.1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLILINLAMINCTNTX

HandshakeAffiliates

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

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