DIRECTORY OF REGISTERED ADVISORS
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CAPITAL FINANCIAL PLANNERS
Tel: 503-585-1067
1640 Liberty St Se Salem, Oregon 97302
CAPITAL FINANCIAL PLANNERS
CAPITAL FINANCIAL PLANNERS is a Salem, Oregon based financial advisory firm with nearly $243,693,606 in assets under management and provides investment advisory services for 569 clients. There are currently 5 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 , Selection for other advisors
Fee Structure:
A percentage of AUM, Hourly charges
Firm CRD#:
310168
SEC#:
801-119386
No. of Clients:
569
Assets under Management
$243,693,606
No. of Advisors:
5
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