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CAPITAL BANK AND TRUST COMPANY

Tel: (949) 975-5000
6455 Irvine Center Drive
Irvine, California  92618-4518

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CAPITAL BANK AND TRUST COMPANY

CAPITAL BANK AND TRUST COMPANY is a Irvine, California based financial advisory firm with nearly $75,863,757,861 in assets under management and provides investment advisory services for 536 clients. There are currently 151 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for pooled investment vehicles , Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM

Firm CRD#:

170017

SEC#:

801-79234

No. of Clients:

536

Assets under Management

$75,863,757,861

No. of Advisors:

151

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