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James R Nici

CAPITAL CONSULTING GROUP, LLC·NAPLES, Florida
Unclaimed Profile
787 FIFTH AVENUE SOUTH, NAPLES, FL 34102CRD# 4336536Firm CRD# 141079
01

About

James R Nici is a registered financial advisor based in NAPLES, Florida, affiliated with CAPITAL CONSULTING GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
CAPITAL CONSULTING GROUP, LLC
CAPITAL WEALTH ADVISORS
AUM
$55M
Regulatory assets under management
Employees
6
Total firm employees
Services
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Other: REFERRAL FEE
Regulatory
SEC/IARD CRD# 4336536
Firm CRD# 141079
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James R Nici offer?
James R Nici specializes in Investment Management. Contact their office in NAPLES, Florida for a consultation.
What are James R Nici's credentials?
James R Nici is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James R Nici located?
James R Nici is based in NAPLES, Florida, working with CAPITAL CONSULTING GROUP, LLC. Their office serves clients in the NAPLES metropolitan area and surrounding communities.
How does James R Nici charge for services?
James R Nici's firm is compensated through percentage of aum, other: referral fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPITAL CONSULTING GROUP, LLC?
CAPITAL CONSULTING GROUP, LLC has approximately 6 employees and manages $55M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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