Capital Financial Consultants Group, Inc.
Capital Financial Consultants Group, Inc. (CRD# 133657) is a financial advisory firm headquartered in San Juan Capistrano, CA. They manage $230,782,028 in 1,458 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
Capital Financial Consultants Group, Inc.
By the Numbers
-
Total Assets Under Management231MILLION
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Total Number of Accounts1,458ACCOUNTS
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Average Account Value$158,287
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, FL, ID, OR
Financial Advisors at Capital Financial Consultants Group, Inc.
No Advisor Found.
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