Capital Analysts
Capital Analysts (CRD# 162200) is a financial advisory firm headquartered in Fort Washington, PA. They manage $7,095,906,836 in 22,363 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management7,096MILLION
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Total Number of Accounts22,363ACCOUNTS
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Average Account Value$317,306
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
Kent Niebuhr (CRD# 2402127) is an Investment Advisor Representative working at Capital Analysts in Waltham, MA and has over 4 years of experience in the finance industry.
Jordan Perdigao (CRD# 7164387) is an Investment Advisor Representative working at Capital Analysts in Westport, MA and has over 4 years of experience in the finance industry.
Patrick Robinson (CRD# 6190866) is an Investment Advisor Representative working at Capital Analysts in Braintree, MA and has over 9 years of experience in the finance industry.
Mark Soloperto (CRD# 5736398) is an Investment Advisor Representative working at Capital Analysts in Waltham, MA and has over 14 years of experience in the finance industry.
Matthew Tehan (CRD# 6500166) is an Investment Advisor Representative working at Capital Analysts in Waltham, MA and has over 8 years of experience in the finance industry.