Capital Trust And Associates LLC

Capital Trust And Associates LLC (CRD# 168455) is a financial advisory firm headquartered in , . They manage $29,281,357 in 132 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    132
    ACCOUNTS
  • Average Account Value
    $221,828
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.

CT, NY

Financial Advisors at Capital Trust And Associates LLC
Showing 1 - 3 of 3 top financial advisors.
1
Sam Hicham Alaoui
CRD#: 4640450
Woodbridge, CT
93
Wealthminder
score

Sam Hicham Alaoui (CRD# 4640450) is an Investment Advisor Representative working at Capital Trust And Associates LLC in Woodbridge, CT and has over 13 years of experience in the finance industry.

2
Lauralee W. Donnelly
CRD#: 5396217
Woodbridge, CT
93
Wealthminder
score

Lauralee Donnelly (CRD# 5396217) is an Investment Advisor Representative working at Capital Trust And Associates LLC in Woodbridge, CT and has over 9 years of experience in the finance industry.

3
Laura A. Simon
CRD#: 1766631
Woodbridge, CT
81
Wealthminder
score

Laura Simon (CRD# 1766631) is an Investment Advisor Representative working at Capital Trust And Associates LLC in Woodbridge, CT and has over 19 years of experience in the finance industry.

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