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Home > Retirement Planners > georgia > mcdonough > CAPE INVESTMENT ADVISORY, INC.
CAPE INVESTMENT ADVISORY, INC.
1600 Pennsylvania Ave.
Mcdonough, Georgia 30253
Tel: 678-583-1120
About CAPE INVESTMENT ADVISORY, INC.
CAPE INVESTMENT ADVISORY, INC, formally registered with the SEC as CAPE INVESTMENT ADVISORY, INC. The firm was established in 04/29/2010. They have over 30 offices throughout the country.
CAPE INVESTMENT ADVISORY, INC. is a Mcdonough, Georgia based Financial Planning firm with nearly $365,212,023 assets under management, offering retirement planning & investment advisory services to 1630 clients. The firm is staffed with 140 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 146384 |
| SEC# | 801-71349 |
| Assets Managed by Firm | $365,212,023 |
| No. of Clients | 1630 |
| No. of Advisors | 140 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1630 | $365,212,023 |
| Individuals (other than high net worth individuals) | 1569 | $223,216,797 |
| High net worth individuals | 61 | $139,626,770 |
| Pension and profit sharing plans | 3 | $2,368,456 |
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