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Home > Retirement Planners > new york > clifton park > CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC
CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC
10 Maxwell Drive
Suite 104b
Clifton Park, New York 12065
Tel: 518-280-0030
About CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC
CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC, formally registered with the SEC as CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC. The firm was established in 04/02/2008. They have over 1 offices throughout the country.
CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC is a Clifton Park, New York based Financial Planning firm with nearly $217,000,000 assets under management, offering retirement planning & investment advisory services to 568 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 125689 |
| SEC# | 801-69021 |
| Assets Managed by Firm | $217,000,000 |
| No. of Clients | 568 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 568 | $217,000,000 |
| Individuals (other than high net worth individuals) | 48 | $33,000,000 |
| High net worth individuals | 78 | $184,000,000 |
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