Capital Trust Advisors
Capital Trust Advisors (CRD# 134174) is a financial advisory firm headquartered in San Rafael, CA. They manage $70,068,300 in 250 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management70MILLION
Total Number of Accounts250ACCOUNTS
Average Account Value$280,273
- A percentage of assets under your management
- Financial planning services
- 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
John Goldberg (CRD# 4340059) is an Investment Advisor Representative working at Capital Trust Advisors in San Rafael, CA and has 1 year of experience in the finance industry.
Sanford Lowengart (CRD# 2170252) is an Investment Advisor Representative working at Capital Trust Advisors in San Francisco, CA and has over 26 years of experience in the finance industry.