Capital Region Financial Group, LLC

Capital Region Financial Group, LLC (CRD# 154990) is a financial advisory firm headquartered in Folsom, CA. They manage $73,329,000 in 114 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
101 Parkshore Drive, Suite 100, Folsom, CA 95630
http://www.crfg-llc.com
By the Numbers
  • Total Assets Under Management
    73
    MILLION
  • Total Number of Accounts
    114
    ACCOUNTS
  • Average Account Value
    $643,237
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Capital Region Financial Group, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Melissa Yano, financial advisor Folsom CA
Melissa M. Yano
CRD#: 6297372
101 Parkshore Drive, Suite 100, Folsom, CA 95630

Melissa Yano (CRD# 6297372) is an Investment Advisor Representative working at Capital Region Financial Group, LLC in Folsom, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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