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Denise Marilyn Cassin

CAPITAL BANK AND TRUST COMPANY·IRVINE, California
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6455 IRVINE CENTER DRIVE, IRVINE, CA 92618-4518CRD# 1199211Firm CRD# 170017
01

About

Denise Marilyn Cassin is a registered financial advisor based in IRVINE, California, affiliated with CAPITAL BANK AND TRUST COMPANY. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CAPITAL BANK AND TRUST COMPANY
CAPITAL BANK AND TRUST COMPANY
AUM
$75.9B
Regulatory assets under management
Employees
151
Total firm employees
View all advisors at CAPITAL BANK AND TRUST COMPANY →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1199211
Firm CRD# 170017
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Denise Marilyn Cassin offer?
Denise Marilyn Cassin specializes in Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in IRVINE, California for a consultation.
What are Denise Marilyn Cassin's credentials?
Denise Marilyn Cassin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Denise Marilyn Cassin located?
Denise Marilyn Cassin is based in IRVINE, California, working with CAPITAL BANK AND TRUST COMPANY. Their office serves clients in the IRVINE metropolitan area and surrounding communities.
How does Denise Marilyn Cassin charge for services?
Denise Marilyn Cassin's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPITAL BANK AND TRUST COMPANY?
CAPITAL BANK AND TRUST COMPANY has approximately 151 employees and manages $75.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in IRVINE
Seong Hwan Lee — KLK PARTNERS LLCCharles Daniel Martin — MONT PELERIN CAPITAL, LLCCarlos Alberto Ferreira — PACIFIC ALTERNATIVE ASSET MANAGEMENT CO LLCAllen Adham — TENFOLD CAPITAL MANAGEMENT, LLCAlvin David Kang — KLK PARTNERS LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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