Capital Financial Boise, Inc.

Capital Financial Boise, Inc. (CRD# 174089) is a financial advisory firm headquartered in , . They manage $7,404,000 in 93 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    93
    ACCOUNTS
  • Average Account Value
    $79,613
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

ID

Financial Advisors at Capital Financial Boise, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Katherine L. Robertson
CRD#: 5282567
Meridian, ID
93
Wealthminder
score

Katherine Robertson (CRD# 5282567) is an Investment Advisor Representative working at Capital Financial Boise, Inc. in Meridian, ID and has over 7 years of experience in the finance industry.

2
Karen L. Rodriquez
CRD#: 6362866
Meridian, ID
76
Wealthminder
score

Karen Rodriquez (CRD# 6362866) is an Investment Advisor Representative working at Capital Financial Boise, Inc. in Meridian, ID and has over 2 years of experience in the finance industry.

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