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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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