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CAPTRUST WEALTH ADVISORS

Tel: (616) 392-5332
85 E 8th Street
Suite 150
Holland, Michigan  49423

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CAPTRUST WEALTH ADVISORS

CAPTRUST WEALTH ADVISORS is a Holland, Michigan based financial advisory firm with nearly $1,889,548,733 in assets under management and provides investment advisory services for 2912 clients. There are currently 26 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#:

173736

SEC#:

801-80687

No. of Clients:

2912

Assets under Management

$1,889,548,733

No. of Advisors:

26

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