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CAPITAL BANK AND TRUST COMPANY
6455 Irvine Center Drive
Irvine, California 92618-4518
Tel: (949) 975-5000
About CAPITAL BANK AND TRUST COMPANY
CAPITAL BANK AND TRUST COMPANY, formally registered with the SEC as CAPITAL BANK AND TRUST COMPANY. The firm was established in 02/26/2014. They have over 1 offices throughout the country.
CAPITAL BANK AND TRUST COMPANY is a Irvine, California based Financial Planning firm with nearly $75,863,757,861 assets under management, offering retirement planning & investment advisory services to 536 clients. The firm is staffed with 151 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 170017 |
| SEC# | 801-79234 |
| Assets Managed by Firm | $75,863,757,861 |
| No. of Clients | 536 |
| No. of Advisors | 151 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 536 | $75,863,757,861 |
| High net worth individuals | 464 | $2,738,680,334 |
| Pension and profit sharing plans | 3 | $6,963,999,205 |
| Charitable organizations | 22 | $552,301,954 |
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