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KAPUSTA FINANCIAL GROUP
110 Fort Couch Road
Suite 108
Pittsburgh, Pennsylvania 15241
Tel: 412-851-1400
About KAPUSTA FINANCIAL GROUP
KAPUSTA FINANCIAL GROUP, formally registered with the SEC as KAPUSTA FINANCIAL GROUP. The firm was established in 08/09/2018. They have over 1 offices throughout the country.
KAPUSTA FINANCIAL GROUP is a Pittsburgh, Pennsylvania based Financial Planning firm with nearly $150,698,559 assets under management, offering retirement planning & investment advisory services to 995 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 123349 |
| SEC# | 801-113806 |
| Assets Managed by Firm | $150,698,559 |
| No. of Clients | 995 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (RETIREMENT PLANNING; CONSULTING SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 995 | $150,698,559 |
| Individuals (other than high net worth individuals) | 174 | $64,846,778 |
| High net worth individuals | 43 | $85,814,127 |
| Charitable organizations | 1 | $37,654 |
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