Capshift Advisors
Capshift Advisors (CRD# 309860) is a financial advisory firm headquartered in West Newton, MA. They manage $363,101,916 in 115 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management363MILLION
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Total Number of Accounts115ACCOUNTS
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Average Account Value$3,157,408
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, DC, MA, PA
Financial Advisors at Capshift Advisors
No Advisor Found.
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