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CAPITAL TRUST ADVISORS

Tel: (415) 399-9100
1210 5th Avenue, #275
San Rafael, California  94901

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CAPITAL TRUST ADVISORS

CAPITAL TRUST ADVISORS is a San Rafael, California based financial advisory firm with nearly $330,041,010 in assets under management and provides investment advisory services for 473 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM

Firm CRD#:

134174

SEC#:

801-121095

No. of Clients:

473

Assets under Management

$330,041,010

No. of Advisors:

4

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