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CAP STRAT

Tel: 630-320-5100
One Parkview Plaza
Suite 620
Oakbrook Terrace, Illinois  60181

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CAP STRAT

CAP STRAT is a Oakbrook Terrace, Illinois based financial advisory firm with nearly $21,292,246,925 in assets under management and provides investment advisory services for 1069 clients. There are currently 23 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 , Pesnsion consulting services , Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

150091

SEC#:

801-70212

No. of Clients:

1069

Assets under Management

$21,292,246,925

No. of Advisors:

23

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