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).

Current Firm Details
85 E 8th Street, Suite 150, Holland, MI 49423
http://www.ctfa.com
By the Numbers
  • Total Assets Under Management
    1,701
    MILLION
  • Total Number of Accounts
    2,850
    ACCOUNTS
  • Average Account Value
    $596,830
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, IL, IN, LA, MI, NC, TN, TX

Financial Advisors at Captrust Financial Advisors
Showing 21 - 21 of 21 top financial advisors.
21
Lauren Truer, financial advisor Holland MI
Lauren E. Truer
CRD#: 7180340
85 E 8th Street, Suite 150, Holland, MI 49423

Lauren Truer (CRD# 7180340) is an Investment Advisor Representative working at Captrust Financial Advisors in Holland, MI and has over 4 years of experience in the finance industry.

PREV ... 1 2 3

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals