Captain Advisors LLC

Captain Advisors LLC (CRD# 269875) is a financial advisory firm headquartered in , . They manage $3,409,136 in 621 accounts and serve the financial needs of clients across 18 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    621
    ACCOUNTS
  • Average Account Value
    $5,490
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
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.

CA, CO, DC, ID, LA, MA, MI, MO, MT, NJ, NY, PA, TX, UT, VA, VT, WA, WI

Financial Advisors at Captain Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
1
Roger R. Lee
CRD#: 6517613
San Francisco, CA
88
Wealthminder
score

Roger Lee (CRD# 6517613) is an Investment Advisor Representative working at Captain Advisors LLC in San Francisco, CA and has 1 year of experience in the finance industry.

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