CAPITAL FINANCIAL CONSULTANTS GROUP, INC.

31461 Rancho Viejo Road
Suite 104
San Juan Capistrano, California 92675
Tel: 949-248-8800

About CAPITAL FINANCIAL CONSULTANTS GROUP, INC.

CAPITAL FINANCIAL CONSULTANTS GROUP, INC, formally registered with the SEC as CAPITAL FINANCIAL CONSULTANTS GROUP, INC. The firm was established in 07/06/2018. They have over 1 offices throughout the country.

CAPITAL FINANCIAL CONSULTANTS GROUP, INC. is a San Juan Capistrano, California based Financial Planning firm with nearly $230,782,028 assets under management, offering retirement planning & investment advisory services to 1458 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	133657
SEC#	801-113545
Assets Managed by Firm	$230,782,028
No. of Clients	1458
No. of Advisors	12

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	1458	$230,782,028
Individuals (other than high net worth individuals)	465	$104,115,158
High net worth individuals	72	$126,666,870

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