Cappucci Insurance & Investment Agency

Cappucci Insurance & Investment Agency (CRD# 129526) is a financial advisory firm headquartered in Pepperell, MA. They manage $4,500,000 in 84 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    84
    ACCOUNTS
  • Average Account Value
    $53,571
Compensation Options
  • A percentage of assets under your management
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
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.

MA

Financial Advisors at Cappucci Insurance & Investment Agency
Showing 1 - 1 of 1 top financial advisors.
1
George F. Cappucci
CRD#: 1310248
Pepperell, MA
93
Wealthminder
score

George Cappucci (CRD# 1310248) is an Investment Advisor Representative working at Cappucci Insurance & Investment Agency in Pepperell, MA and has over 29 years of experience in the finance industry.

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