CAPITAL TRUST ADVISORS

1210 5th Avenue, #275
San Rafael, California 94901
Tel: (415) 399-9100

About CAPITAL TRUST ADVISORS

CAPITAL TRUST ADVISORS, formally registered with the SEC as CAPITAL TRUST ADVISORS. The firm was established in 07/13/2021. They have over 3 offices throughout the country.

CAPITAL TRUST ADVISORS is a San Rafael, California based Financial Planning firm with nearly $330,041,010 assets under management, offering retirement planning & investment advisory services to 473 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	134174
SEC#	801-121095
Assets Managed by Firm	$330,041,010
No. of Clients	473
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	473	$330,041,010
Individuals (other than high net worth individuals)	47	$41,255,126
High net worth individuals	87	$288,785,884

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