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CAPITA FINANCIAL NETWORK, LLC

Tel: 801-566-5058
14658 S. Bangerter Pkwy
Ste 300
Draper, Utah  84020

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CAPITA FINANCIAL NETWORK, LLC

CAPITA FINANCIAL NETWORK, LLC is a Draper, Utah based financial advisory firm with nearly $1,461,172,171 in assets under management and provides investment advisory services for 4976 clients. There are currently 40 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors , Education seminars/workshops

Fee Structure:

A percentage of AUM

Firm CRD#:

290558

SEC#:

801-112411

No. of Clients:

4976

Assets under Management

$1,461,172,171

No. of Advisors:

40

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