Capital Perspectives Investment Management

Capital Perspectives Investment Management (CRD# 123866) is a financial advisory firm headquartered in , . They manage $27,000,000 in 80 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    80
    ACCOUNTS
  • Average Account Value
    $337,500
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

TN

Financial Advisors at Capital Perspectives Investment Management
Showing 1 - 1 of 1 top financial advisors.
1
Abner B. Oldham
CRD#: 351872
Chattanooga, TN
87
Wealthminder
score

Abner Oldham (CRD# 351872) is an Investment Advisor Representative working at Capital Perspectives Investment Management in Chattanooga, TN and has 1 year of experience in the finance industry.

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