Overview

Cape Investment Management has two office locations, Owings Mills, Maryland and Cape May, New Jersey. The Cape May, NJ office in addition to production is an Office of Supervisory Jurisdiction as I am an OSJ. There are six advisors in the OSJ. Looking to expand both areas with an acquisition or merger. The broker/dealer is Cetera Advisors.

There is also a possibility of succession planning in a few years.

Last Activity
6 months or more

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