Capital Trust Advisors

Capital Trust Advisors (CRD# 134174) is a financial advisory firm headquartered in San Rafael, CA. They manage $251,703,079 in 464 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    252
    MILLION
  • Total Number of Accounts
    464
    ACCOUNTS
  • Average Account Value
    $542,464
Compensation Options
  • A percentage of assets under your management
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Capital Trust Advisors
Showing 1 - 3 of 3 top financial advisors.
1
Paul A. Evans
CRD#: 1196111
1210 Fifth Avenue #275, San Rafael, CA 94901

Paul Evans (CRD# 1196111) is an Investment Advisor Representative working at Capital Trust Advisors in San Rafael, CA and has over 27 years of experience in the finance industry.

2
John J. Goldberg
CRD#: 4340059
Piedmont, CA

John Goldberg (CRD# 4340059) is an Investment Advisor Representative working at Capital Trust Advisors in Piedmont, CA and has 1 year of experience in the finance industry.

3
Sanford P. Lowengart
CRD#: 2170252
1210 5th Avenue, Suite 275, San Francisco, CA 94133

Sanford Lowengart (CRD# 2170252) is an Investment Advisor Representative working at Capital Trust Advisors in San Francisco, CA and has over 31 years of experience in the finance industry.

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