Capital Management Associates Inc.
Capital Management Associates Inc. (CRD# 105010) is a financial advisory firm headquartered in Minneapolis, MN. They manage $1,718,035,150 in 857 accounts and serve the financial needs of clients across 16 states (or territories).
-
Total Assets Under Management1,718MILLION
-
Total Number of Accounts857ACCOUNTS
-
Average Account Value$2,004,708
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, FL, IA, IL, MA, ME, MI, MN, MT, NE, NH, TN, TX, WI
Jonathan Stroh (CRD# 6092808) is an Investment Advisor Representative working at Capital Management Associates Inc. in Minneapolis, MN and has over 8 years of experience in the finance industry.
Jane Truckenbrod (CRD# 2803205) is an Investment Advisor Representative working at Capital Management Associates Inc. in Minneapolis, MN and has over 27 years of experience in the finance industry.
John Truckenbrod (CRD# 1828069) is an Investment Advisor Representative working at Capital Management Associates Inc. in Minneapolis, MN and has over 35 years of experience in the finance industry.
Michelle White (CRD# 4587408) is an Investment Advisor Representative working at Capital Management Associates Inc. in Minneapolis, MN and has over 3 years of experience in the finance industry.