AdvisorOS Directory
Claim Profile
LP

Lee Edward Pieper

CAPITAL ASSET MANAGEMENT, LLC·JEFFERSONVILLE, Indiana
Unclaimed Profile
702 NORTH SHORE DRIVE, JEFFERSONVILLE, IN 47130CRD# 4578777Firm CRD# 121601
01

About

Lee Edward Pieper is a registered financial advisor based in JEFFERSONVILLE, Indiana, affiliated with CAPITAL ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CAPITAL ASSET MANAGEMENT, LLC
CAPITAL ASSET MANAGEMENT, LLC
AUM
$60M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at CAPITAL ASSET MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4578777
Firm CRD# 121601
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in JEFFERSONVILLE?

Browse all registered financial advisors in JEFFERSONVILLE, Indiana or claim this profile if it's yours.

Browse JEFFERSONVILLE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Lee Edward Pieper offer?
Lee Edward Pieper specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in JEFFERSONVILLE, Indiana for a consultation.
What are Lee Edward Pieper's credentials?
Lee Edward Pieper is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lee Edward Pieper located?
Lee Edward Pieper is based in JEFFERSONVILLE, Indiana, working with CAPITAL ASSET MANAGEMENT, LLC. Their office serves clients in the JEFFERSONVILLE metropolitan area and surrounding communities.
How does Lee Edward Pieper charge for services?
Lee Edward Pieper's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPITAL ASSET MANAGEMENT, LLC?
CAPITAL ASSET MANAGEMENT, LLC has approximately 6 employees and manages $60M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in JEFFERSONVILLE
Gregory Neal Rogers — CAPITAL ASSET MANAGEMENT, LLCKenneth Ralph Adams — CAPITAL ASSET MANAGEMENT, LLCKenneth Wilson Coyle — CAPITAL ASSET MANAGEMENT, LLCDaniel Kevin Mccauley — CAPITAL ASSET MANAGEMENT, LLCRonald Francis Barnes — CAPITAL ASSET MANAGEMENT, LLC
Nearby cities in Indiana
INDIANAPOLIS (397)CARMEL (128)FORT WAYNE (127)EVANSVILLE (41)SOUTH BEND (37)
City Guides
INDIANAPOLIS GuideCARMEL GuideFORT WAYNE GuideEVANSVILLE GuideSOUTH BEND Guide
Research
Advisor Fees in IndianaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile