DIRECTORY OF REGISTERED ADVISORS
National Coverage
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CAPITAL ADVISORS GROUP, INC
Tel: 617-630-8100
1 Federal Street Suite 2200
Boston, Massachusetts 02110
CAPITAL ADVISORS GROUP, INC
CAPITAL ADVISORS GROUP, INC is a Boston, Massachusetts based financial advisory firm with nearly $25,878,690,378 in assets under management and provides investment advisory services for 267 clients. There are currently 29 financial advisors at the firm.
General Information
Advisory Services Provided:
Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Publication of periodicals and newsletters , Education seminars/workshops , Other (SECURITIES AND MONEY MARKET FUND CONSULTING AND RESEARCH.)
Fee Structure:
A percentage of AUM, Fixed fees, Performance Based, Other (A MINIMUM FEE OF UP TO $625.00 PER QUARTER MAY BE CHARGED
Firm CRD#:
112000
SEC#:
801-60262
No. of Clients:
267
Assets under Management
$25,878,690,378
No. of Advisors:
29
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