NORTHCAPE WEALTH MANAGEMENT

6565 Main Street
Williamsville, New York 14221
Tel: (71) 632-6565

About NORTHCAPE WEALTH MANAGEMENT

NORTHCAPE WEALTH MANAGEMENT, formally registered with the SEC as NORTHCAPE WEALTH MANAGEMENT. The firm was established in 03/04/2021. They have over 2 offices throughout the country.

NORTHCAPE WEALTH MANAGEMENT is a Williamsville, New York based Financial Planning firm with nearly $565,612,204 assets under management, offering retirement planning & investment advisory services to 1379 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	312350
SEC#	801-120425
Assets Managed by Firm	$565,612,204
No. of Clients	1379
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1379	$565,612,204
Individuals (other than high net worth individuals)	445	$146,698,360
High net worth individuals	127	$387,191,946
Charitable organizations	18	$23,504,369
Corporations or other businesses	10	$8,217,529

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J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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