Claim Profile
BD

Boris Nicholas Dimitroff

CAPELLI FINANCIAL SERVICES INC·BLOOMFIELD HILLS, Michigan
Unclaimed Profile
40950 WOODWARD AVENUE, SUITE 140, BLOOMFIELD HILLS, MI 48304-2260CRD# 5286843Firm CRD# 106610
01

About

Boris Nicholas Dimitroff is a registered financial advisor based in BLOOMFIELD HILLS, Michigan, affiliated with CAPELLI FINANCIAL SERVICES INC. 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
CAPELLI FINANCIAL SERVICES INC
CAPELLI FINANCIAL SERVICES INC
AUM
$337M
Regulatory assets under management
Employees
6
Total firm employees
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5286843
Firm CRD# 106610
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BLOOMFIELD HILLS?

Browse all registered financial advisors in BLOOMFIELD HILLS, Michigan or claim this profile if it's yours.

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 Boris Nicholas Dimitroff offer?
Boris Nicholas Dimitroff specializes in Financial Planning, Investment Management. Contact their office in BLOOMFIELD HILLS, Michigan for a consultation.
What are Boris Nicholas Dimitroff's credentials?
Boris Nicholas Dimitroff is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Boris Nicholas Dimitroff located?
Boris Nicholas Dimitroff is based in BLOOMFIELD HILLS, Michigan, working with CAPELLI FINANCIAL SERVICES INC. Their office serves clients in the BLOOMFIELD HILLS metropolitan area and surrounding communities.
How does Boris Nicholas Dimitroff charge for services?
Boris Nicholas Dimitroff'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 CAPELLI FINANCIAL SERVICES INC?
CAPELLI FINANCIAL SERVICES INC has approximately 6 employees and manages $337M 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 →
Browse by specialty