DIRECTORY OF REGISTERED ADVISORS
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CAPTRUST
Tel: 919-870-6822
4208 Six Forks Rd Suite 1700
Raleigh, North Carolina 27609
CAPTRUST
CAPTRUST is a Raleigh, North Carolina based financial advisory firm with nearly $852,173,054,617 in assets under management and provides investment advisory services for 100603 clients. There are currently 1554 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors , Publication of periodicals and newsletters
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Performance Based
Firm CRD#:
175112
SEC#:
801-62193
No. of Clients:
100603
Assets under Management
$852,173,054,617
No. of Advisors:
1554
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