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 $45,425,285,767 assets under management, offering retirement planning & investment advisory services to 64 clients. The firm is staffed with 187 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	170017
SEC#	801-79234
Assets Managed by Firm	$45,425,285,767
No. of Clients	64
No. of Advisors	187

Fee Structure

A Percentage of AUM

Advisory Services Provided

Portfolio Management for pooled Investment
Portfolio Management for Business

Firm Client Information

	No. of Clients	AUM
Firm Total	64	$45,425,285,767
Pension and profit sharing plans	3	$5,854,882,337

Inquire with CAPITAL BANK AND TRUST COMPANY

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