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CAPITOL FAMILY OFFICE, INC.

Tel: (503) 897-0236
1500 Nw Bethany Blvd.
Suite 200
Beaverton, Oregon  97006

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CAPITOL FAMILY OFFICE, INC.

CAPITOL FAMILY OFFICE, INC. is a Beaverton, Oregon based financial advisory firm with nearly $136,525,270 in assets under management and provides investment advisory services for 524 clients. There are currently 2 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

312005

SEC#:

801-120221

No. of Clients:

524

Assets under Management

$136,525,270

No. of Advisors:

2

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