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CAPITAL ANALYSTS
601 Office Center Drive
Suite 300
Fort Washington, Pennsylvania 19034-3232
Tel: 800-242-1421
About CAPITAL ANALYSTS
CAPITAL ANALYSTS, formally registered with the SEC as CAPITAL ANALYSTS. The firm was established in 04/17/2012. They have over 278 offices throughout the country.
CAPITAL ANALYSTS is a Fort Washington, Pennsylvania based Financial Planning firm with nearly $7,095,906,836 assets under management, offering retirement planning & investment advisory services to 22363 clients. The firm is staffed with 705 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 162200 |
| SEC# | 801-74614 |
| Assets Managed by Firm | $7,095,906,836 |
| No. of Clients | 22363 |
| No. of Advisors | 705 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- 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 | 22363 | $7,095,906,836 |
| Individuals (other than high net worth individuals) | 12187 | $3,355,353,818 |
| High net worth individuals | 2605 | $3,394,389,873 |
| Pension and profit sharing plans | 100 | $97,097,899 |
| Charitable organizations | 28 | $50,840,522 |
| Corporations or other businesses | 133 | $198,224,724 |
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