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CAPITAL FINANCIAL PLANNERS
1640 Liberty St Se
Salem, Oregon 97302
Tel: 503-585-1067
About CAPITAL FINANCIAL PLANNERS
CAPITAL FINANCIAL PLANNERS, formally registered with the SEC as CAPITAL FINANCIAL PLANNERS. The firm was established in 09/02/2020. They have over 1 offices throughout the country.
CAPITAL FINANCIAL PLANNERS is a Salem, Oregon based Financial Planning firm with nearly $243,693,606 assets under management, offering retirement planning & investment advisory services to 569 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 310168 |
| SEC# | 801-119386 |
| Assets Managed by Firm | $243,693,606 |
| No. of Clients | 569 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 569 | $243,693,606 |
| Individuals (other than high net worth individuals) | 132 | $69,349,204 |
| High net worth individuals | 88 | $165,232,520 |
| Charitable organizations | Fewer than 5 clients | $1,609,802 |
| Corporations or other businesses | Fewer than 5 clients | $7,502,080 |
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