CAPITAL INVESTMENT SERVICES OF AMERICA INC

111 E. Wisconsin Ave, Suite 1310
Milwaukee, Wisconsin 53202
Tel: 414-278-7744

About CAPITAL INVESTMENT SERVICES OF AMERICA INC

CAPITAL INVESTMENT SERVICES OF AMERICA INC, formally registered with the SEC as CAPITAL INVESTMENT SERVICES OF AMERICA INC. The firm was established in 02/21/1980. They have over 1 offices throughout the country.

CAPITAL INVESTMENT SERVICES OF AMERICA INC is a Milwaukee, Wisconsin based Financial Planning firm with nearly $1,228,290,821 assets under management, offering retirement planning & investment advisory services to 888 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110639
SEC#	801-15052
Assets Managed by Firm	$1,228,290,821
No. of Clients	888
No. of Advisors	9

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	888	$1,228,290,821
Individuals (other than high net worth individuals)	607	$167,489,690
High net worth individuals	243	$819,651,229
Pension and profit sharing plans	12	$58,050,231
Charitable organizations	18	$128,871,167
Corporations or other businesses	8	$54,228,504

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