Captrust Financial Advisors
Captrust Financial Advisors (CRD# 173736) is a financial advisory firm headquartered in Holland, MI. They manage $1,700,964,820 in 2,850 accounts and serve the financial needs of clients across 10 states (or territories).
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Total Assets Under Management1,701MILLION
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Total Number of Accounts2,850ACCOUNTS
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Average Account Value$596,830
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CO, FL, IL, IN, LA, MI, NC, TN, TX
Shanon Tate (CRD# 4967366) is an Investment Advisor Representative working at Captrust Financial Advisors in Holland, MI and has over 17 years of experience in the finance industry.
Ryan Tyler (CRD# 5117205) is an Investment Advisor Representative working at Captrust Financial Advisors in Holland, MI and has over 17 years of experience in the finance industry.
Brian Vandenbrink (CRD# 2925812) is an Investment Advisor Representative working at Captrust Financial Advisors in Holland, MI and has over 22 years of experience in the finance industry.
Kristine Zylstra (CRD# 1511517) is an Investment Advisor Representative working at Captrust Financial Advisors in Holland, MI and has over 31 years of experience in the finance industry.
Benjamin Anderson (CRD# 6734939) is an Investment Advisor Representative working at Captrust Financial Advisors in Holland, MI and has over 7 years of experience in the finance industry.
Patrick Colunga (CRD# 7555154) is an Investment Advisor Representative working at Captrust Financial Advisors in Holland, MI and has 1 year of experience in the finance industry.
Ashley Ketchum (CRD# 7787562) is an Investment Advisor Representative working at Captrust Financial Advisors in Holland, MI and has 1 year of experience in the finance industry.
Jonathan Klett (CRD# 7348824) is an Investment Advisor Representative working at Captrust Financial Advisors in Holland, MI and has over 2 years of experience in the finance industry.
Jonas Rees (CRD# 7618222) is an Investment Advisor Representative working at Captrust Financial Advisors in Holland, MI and has 1 year of experience in the finance industry.
Samuel Starks (CRD# 7518199) is an Investment Advisor Representative working at Captrust Financial Advisors in Holland, MI and has over 2 years of experience in the finance industry.