Claim Profile
Unclaimed Profile
JC

James Frank Cantelupe

CANTELUPE CAPITAL LLC·MARSHFIELD, Massachusetts
Clean recordCANTELUPE CAPITAL LLC
892 PLAIN STREET, MARSHFIELD, MA 02050CRD# 4351081Firm CRD# 312474

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Frank Cantelupe · MARSHFIELD, MA
Registration
CRD #4351081 · CANTELUPE CAPITAL LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

Speak with James

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if James is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
CANTELUPE CAPITAL LLC
CANTELUPE CAPITAL LLC
AUM
Regulatory assets under management
Employees
1
Total firm employees
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
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.

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 →