Unclaimed Profile

Nisha N Patel-Sanders

CAPE INVESTMENT ADVISORY, INC.·MCDONOUGH, Georgia

CAPE INVESTMENT ADVISORY, INC.

1600 PENNSYLVANIA AVE., MCDONOUGH, GA 30253CRD# 4147200Firm CRD# 146384

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Nisha N Patel-Sanders · MCDONOUGH, GA

Registration

CRD #4147200 · CAPE INVESTMENT ADVISORY, INC.

Brand Profile

Not yet started

Disclosure history

10 disclosures on file · See FINRA BrokerCheck for full record

About

Nisha N Patel-Sanders 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.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

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

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 4147200

Firm CRD# 146384

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Nisha N Patel-Sanders offer?

Nisha N Patel-Sanders specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in MCDONOUGH, Georgia for a consultation.

What are Nisha N Patel-Sanders's credentials?

Nisha N Patel-Sanders is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Nisha N Patel-Sanders located?

Nisha N Patel-Sanders 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 Nisha N Patel-Sanders charge for services?

Nisha N Patel-Sanders'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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