Capital Trust And Associates LLC

Capital Trust And Associates LLC (CRD# 168455) is a financial advisory firm headquartered in , . They manage $12,561,208 in 70 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.capitaltrustllc.com
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    70
    ACCOUNTS
  • Average Account Value
    $179,446
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT

Financial Advisors at Capital Trust And Associates LLC
Showing 1 - 1 of 1 top financial advisors.
1
Laura Simon, financial advisor Woodbridge CT
Laura A. Simon
CRD#: 1766631
Woodbridge, CT

Laura Simon (CRD# 1766631) is an Investment Advisor Representative working at Capital Trust And Associates LLC in Woodbridge, CT and has over 26 years 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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