Cape Ann Capital, Inc.

Cape Ann Capital, Inc. (CRD# 128942) is a financial advisory firm headquartered in Manchester-by-the-Sea, MA. They manage $166,860,673 in 545 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    167
    MILLION
  • Total Number of Accounts
    545
    ACCOUNTS
  • Average Account Value
    $306,166
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MA, NH, VT

Financial Advisors at Cape Ann Capital, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Jeremy Distefano
CRD#: 5091113
South Hamilton, MA

Jeremy Distefano (CRD# 5091113) is an Investment Advisor Representative working at Cape Ann Capital, Inc. in South Hamilton, MA and has 1 year of experience in the finance industry.

2
James R. Jasinski
CRD#: 2571023
13 Woodcrest Road, Manchester-by-the-Sea, MA 01944

James Jasinski (CRD# 2571023) is an Investment Advisor Representative working at Cape Ann Capital, Inc. in Manchester-by-the-Sea, MA and has over 28 years of experience in the finance industry.

3
David A. Umstead
CRD#: 4727346
Manchester-by-the-Sea, MA

David Umstead (CRD# 4727346) is an Investment Advisor Representative working at Cape Ann Capital, Inc. in Manchester-by-the-Sea, MA and has 1 year of experience in the finance industry.

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