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CAPSHIFT ADVISORS
Tel: 617-865-5096
15 Spencer Street West Newton, Massachusetts 02465
CAPSHIFT ADVISORS
CAPSHIFT ADVISORS is a West Newton, Massachusetts based financial advisory firm with nearly $363,101,916 in assets under management and provides investment advisory services for 115 clients. There are currently 15 financial advisors at the firm.
General Information
Advisory Services Provided:
Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Portfolio management for businesses or institutional clients , Selection for other advisors
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
309860
SEC#:
801-119451
No. of Clients:
115
Assets under Management
$363,101,916
No. of Advisors:
15
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