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)
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.