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CAPITAL GAINS INCORPORATED

8060 W. Oakton Street, Suite 102
Niles, Illinois 60714
Tel: 847-318-9975

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About CAPITAL GAINS INCORPORATED

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.

Firm Information

SEC Current StatusApproved
Firm CRD#111717
SEC#801-41787
Assets Managed by Firm$126,695,848
No. of Clients9
No. of Advisors3

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services

Firm Client Information

No. of ClientsAUM
Firm Total9$126,695,848
Pension and profit sharing plans2$5,654,701

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