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).
Total Assets Under Management3MILLION
Total Number of Accounts621ACCOUNTS
Average Account Value$5,490
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, CO, DC, ID, LA, MA, MI, MO, MT, NJ, NY, PA, TX, UT, VA, VT, WA, WI
Roger Lee (CRD# 6517613) is an Investment Advisor Representative working at Captain Advisors LLC in San Francisco, CA and has over 2 years of experience in the finance industry.