Capital Estate Advisors, Inc.
Capital Estate Advisors, Inc. (CRD# 112098) is a financial advisory firm headquartered in , . They manage $98,114,931 in 321 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Capital Estate Advisors, Inc.
By the Numbers
-
Total Assets Under Management98MILLION
-
Total Number of Accounts321ACCOUNTS
-
Average Account Value$305,654
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
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
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NJ, NY
Financial Advisors at Capital Estate Advisors, Inc.
1
Paul Reback (CRD# 1054239) is an Investment Advisor Representative working at Capital Estate Advisors, Inc. in New York, NY and has over 26 years of experience in the finance industry.
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