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Jeremy Distefano

CAPE ANN CAPITAL, INC.·MANCHESTER, Massachusetts
Unclaimed Profile
13 WOODCREST ROAD, MANCHESTER, MA 01944CRD# 5091113Firm CRD# 128942
01

About

Jeremy Distefano is a registered financial advisor based in MANCHESTER, Massachusetts, affiliated with CAPE ANN CAPITAL, INC.. 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
CAPE ANN CAPITAL, INC.
CAPE ANN CAPITAL, INC.
AUM
$187M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at CAPE ANN CAPITAL, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5091113
Firm CRD# 128942
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeremy Distefano offer?
Jeremy Distefano specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MANCHESTER, Massachusetts for a consultation.
What are Jeremy Distefano's credentials?
Jeremy Distefano is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeremy Distefano located?
Jeremy Distefano is based in MANCHESTER, Massachusetts, working with CAPE ANN CAPITAL, INC.. Their office serves clients in the MANCHESTER metropolitan area and surrounding communities.
How does Jeremy Distefano charge for services?
Jeremy Distefano's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPE ANN CAPITAL, INC.?
CAPE ANN CAPITAL, INC. has approximately 3 employees and manages $187M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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