Capital Fluency

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
17777 Main Street, Suite E-2, Irvine, CA 92614
https://www.linkedin.com/company/capitalfluency
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    33
    ACCOUNTS
  • Average Account Value
    $182,364
Compensation Options
  • 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 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.

CA

Financial Advisors at Capital Fluency
Showing 1 - 2 of 2 top financial advisors.
1
Danny Seth, financial advisor Irvine CA
Danny C. Seth
CRD#: 4431144
17777 Main Street, Suite E-2, Irvine, CA 92614

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.

2
Jonathan Weeks, financial advisor Irvine CA
Jonathan C. Weeks
CRD#: 7316447
17777 Main Street, Suite E-2, Irvine, CA 92614

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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