CAPE ANN CAPITAL, INC.

13 Woodcrest Road
Manchester, Massachusetts 01944
Tel: 978-526-7541

About CAPE ANN CAPITAL, INC.

CAPE ANN CAPITAL, INC, formally registered with the SEC as CAPE ANN CAPITAL, INC. The firm was established in 07/05/2006. They have over 3 offices throughout the country.

CAPE ANN CAPITAL, INC. is a Manchester, Massachusetts based Financial Planning firm with nearly $186,992,674 assets under management, offering retirement planning & investment advisory services to 256 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	128942
SEC#	801-66982
Assets Managed by Firm	$186,992,674
No. of Clients	256
No. of Advisors	3

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

Firm Client Information

	No. of Clients	AUM
Firm Total	256	$186,992,674
Individuals (other than high net worth individuals)	206	$70,960,683
High net worth individuals	40	$89,768,007
Pension and profit sharing plans	6	$22,724,375
Charitable organizations	4	$3,539,609

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