Overview

We are a team operating in the Capitol Securities Management umbrella. Our team manages over three hundred million. One hundred million is in 401(k) plans and the other two hundred million is in fee-based accounts that are managed in-house. We have a Certified Financial Planner, qualified plan expert, and five licensed professionals. We are looking to expand.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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