CAPITAL CITIES INVESTMENTS

426 East New York Street
Indianapolis, Indiana 46202
Tel: 317-475-4500

About CAPITAL CITIES INVESTMENTS

CAPITAL CITIES INVESTMENTS, formally registered with the SEC as CAPITAL CITIES INVESTMENTS. The firm was established in 08/27/2008. They have over 6 offices throughout the country.

CAPITAL CITIES INVESTMENTS is a Indianapolis, Indiana based Financial Planning firm with nearly $270,546,761 assets under management, offering retirement planning & investment advisory services to 1547 clients. The firm is staffed with 25 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	116185
SEC#	801-69504
Assets Managed by Firm	$270,546,761
No. of Clients	1547
No. of Advisors	25

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Commission Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	1547	$270,546,761
Individuals (other than high net worth individuals)	511	$145,111,201
High net worth individuals	68	$125,435,560

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