8060 W. Oakton Street, Suite 102
Niles, Illinois 60714
Tel: 847-318-9975
CAPITAL GAINS INCORPORATED, formally registered with the SEC as CAPITAL GAINS INCORPORATED. The firm was established in 06/23/1992. They have over 1 offices throughout the country.
CAPITAL GAINS INCORPORATED is a Niles, Illinois based Financial Planning firm with nearly $126,695,848 assets under management, offering retirement planning & investment advisory services to 9 clients. The firm is staffed with 3 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 111717 |
| SEC# | 801-41787 |
| Assets Managed by Firm | $126,695,848 |
| No. of Clients | 9 |
| No. of Advisors | 3 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 9 | $126,695,848 |
| Pension and profit sharing plans | 2 | $5,654,701 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $1,016,556,943,580 | 41105 | 674 | |
| $545,530,164,135 | 401 | 220 | |
| $426,071,864,566 | 1821809 | 415 | |
| $248,044,764,038 | 37 | 1857 | |
| $239,614,971,441 | 59703 | 397 |
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