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CAPITAL FINANCIAL GROUP, INC.
8400 E. Prentice Ave., Suite 1100
Greenwood Village, Colorado 80111-2926
Tel: 303-629-7500
About CAPITAL FINANCIAL GROUP, INC.
CAPITAL FINANCIAL GROUP, INC, formally registered with the SEC as CAPITAL FINANCIAL GROUP, INC. The firm was established in 08/28/2019. They have over 1 offices throughout the country.
CAPITAL FINANCIAL GROUP, INC. is a Greenwood Village, Colorado based Financial Planning firm with nearly $204,720,315 assets under management, offering retirement planning & investment advisory services to 655 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 111709 |
| SEC# | 801-117272 |
| Assets Managed by Firm | $204,720,315 |
| No. of Clients | 655 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 655 | $204,720,315 |
| Individuals (other than high net worth individuals) | 184 | $75,783,862 |
| High net worth individuals | 57 | $117,246,002 |
| Pension and profit sharing plans | 3 | $11,518,452 |
| Corporations or other businesses | 1 | $171,999 |
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