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Eric Stochek Levine

CAPE INVESTMENT ADVISORY, INC.·MCDONOUGH, Georgia
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1600 PENNSYLVANIA AVE., MCDONOUGH, GA 30253CRD# 2343564Firm CRD# 146384
01

About

Eric Stochek Levine is a registered financial advisor based in MCDONOUGH, Georgia, affiliated with CAPE INVESTMENT ADVISORY, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
CAPE INVESTMENT ADVISORY, INC.
CAPE INVESTMENT ADVISORY, INC.
AUM
$365M
Regulatory assets under management
Employees
140
Total firm employees
View all advisors at CAPE INVESTMENT ADVISORY, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2343564
Firm CRD# 146384
10 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Eric Stochek Levine offer?
Eric Stochek Levine specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in MCDONOUGH, Georgia for a consultation.
What are Eric Stochek Levine's credentials?
Eric Stochek Levine is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eric Stochek Levine located?
Eric Stochek Levine is based in MCDONOUGH, Georgia, working with CAPE INVESTMENT ADVISORY, INC.. Their office serves clients in the MCDONOUGH metropolitan area and surrounding communities.
How does Eric Stochek Levine charge for services?
Eric Stochek Levine'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 CAPE INVESTMENT ADVISORY, INC.?
CAPE INVESTMENT ADVISORY, INC. has approximately 140 employees and manages $365M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MCDONOUGH
Justin Zegalia — MONTGOMERY ASSET MANAGEMENT, LLCJames Randall Webb — GLOBAL INVESTMENT ADVISORY LLCLarry Wayne Yager — CAPE INVESTMENT ADVISORY, INC.William Matthew J Guinn — CAPE INVESTMENT ADVISORY, INC.Caleb Mark Hobgood — CAPE INVESTMENT ADVISORY, INC.
Nearby cities in Georgia
ATLANTA (1557)ALPHARETTA (158)MARIETTA (62)ROSWELL (47)DULUTH (41)
City Guides
ATLANTA GuideALPHARETTA GuideMARIETTA GuideROSWELL GuideDULUTH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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