Capital Investment Services, Inc.
Capital Investment Services, Inc. (CRD# 120357) is a financial advisory firm headquartered in West Chester, PA. They manage $132,524,417 in 137 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
Capital Investment Services, Inc.
By the Numbers
-
Total Assets Under Management133MILLION
-
Total Number of Accounts137ACCOUNTS
-
Average Account Value$967,332
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, LA, PA, VA
Financial Advisors at Capital Investment Services, Inc.
No Advisor Found.
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