Capital Resources & Insurance, Inc.
Capital Resources & Insurance, Inc. (CRD# 112316) is a financial advisory firm headquartered in Huntington Beach, CA. They manage $21,251,418 in 109 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management21MILLION
Total Number of Accounts109ACCOUNTS
Average Account Value$194,967
- 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