AdvisorOS Directory
Claim Profile
JC

James Frank Cantelupe

CANTELUPE CAPITAL LLC·MARSHFIELD, Massachusetts
Unclaimed Profile
892 PLAIN STREET, MARSHFIELD, MA 02050CRD# 4351081Firm CRD# 312474
01

About

James Frank Cantelupe is a registered financial advisor based in MARSHFIELD, Massachusetts, affiliated with CANTELUPE CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
CANTELUPE CAPITAL LLC
CANTELUPE CAPITAL LLC
AUM
—
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at CANTELUPE CAPITAL LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: REFERRAL FEES
Regulatory
SEC/IARD CRD# 4351081
Firm CRD# 312474
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MARSHFIELD?

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

Browse MARSHFIELD 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 James Frank Cantelupe offer?
James Frank Cantelupe specializes in Financial Planning, Investment Management. Contact their office in MARSHFIELD, Massachusetts for a consultation.
What are James Frank Cantelupe's credentials?
James Frank Cantelupe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Frank Cantelupe located?
James Frank Cantelupe is based in MARSHFIELD, Massachusetts, working with CANTELUPE CAPITAL LLC. Their office serves clients in the MARSHFIELD metropolitan area and surrounding communities.
How does James Frank Cantelupe charge for services?
James Frank Cantelupe's firm is compensated through percentage of aum, hourly charges, subscription fees, other: referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CANTELUPE CAPITAL LLC?
CANTELUPE CAPITAL LLC has approximately 1 employees. 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 MARSHFIELD
Richard Ros Davis — TRIDENT OS, LLCMichael Joseph Mcnamara — MCNAMARA FINANCIAL SERVICES, INC.Alyssa Mcnamara Reed — MCNAMARA FINANCIAL SERVICES, INC.Justin Jacobson Mcnamara — MCNAMARA FINANCIAL SERVICES, INC.Jesse Thompson Ellington — LTB WEALTH, LLC
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
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile