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CAP STRAT
One Parkview Plaza
Suite 620
Oakbrook Terrace, Illinois 60181
Tel: 630-320-5100
About CAP STRAT
CAP STRAT, formally registered with the SEC as CAP STRAT. The firm was established in 05/26/2009. They have over 1 offices throughout the country.
CAP STRAT is a Oakbrook Terrace, Illinois based Financial Planning firm with nearly $21,292,246,925 assets under management, offering retirement planning & investment advisory services to 1069 clients. The firm is staffed with 23 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 150091 |
| SEC# | 801-70212 |
| Assets Managed by Firm | $21,292,246,925 |
| No. of Clients | 1069 |
| No. of Advisors | 23 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1069 | $21,292,246,925 |
| Individuals (other than high net worth individuals) | 27 | $11,796,432 |
| High net worth individuals | 179 | $732,138,325 |
| Pension and profit sharing plans | 105 | $18,591,790,987 |
| Charitable organizations | 9 | $95,550,303 |
| Corporations or other businesses | 18 | $1,814,364,820 |
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