Capital Fluency (CRD# 306267) is a financial advisory firm headquartered in Irvine, CA. They manage $6,018,000 in 33 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
Total Assets Under Management6MILLION
Total Number of Accounts33ACCOUNTS
Average Account Value$182,364
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
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
- Pension consulting services
- Educational seminars/workshops
Types of Clients
Registered Investment Advisor
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.
Financial Advisors at Capital Fluency
Danny Seth (CRD# 4431144) is an Investment Advisor Representative working at Capital Fluency in Irvine, CA and has over 3 years of experience in the finance industry.
Jonathan Weeks (CRD# 7316447) is an Investment Advisor Representative working at Capital Fluency in Irvine, CA and has over 2 years of experience in the finance industry.
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