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Evelyn Nell Macintyre

CAPELLI FINANCIAL SERVICES INC·BLOOMFIELD HILLS, Michigan
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40950 WOODWARD AVENUE, SUITE 140, BLOOMFIELD HILLS, MI 48304-2260CRD# 1094765Firm CRD# 106610
01

About

Evelyn Nell Macintyre 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.

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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# 1094765
Firm CRD# 106610
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Evelyn Nell Macintyre offer?
Evelyn Nell Macintyre specializes in Financial Planning, Investment Management. Contact their office in BLOOMFIELD HILLS, Michigan for a consultation.
What are Evelyn Nell Macintyre's credentials?
Evelyn Nell Macintyre is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Evelyn Nell Macintyre located?
Evelyn Nell Macintyre 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 Evelyn Nell Macintyre charge for services?
Evelyn Nell Macintyre'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.
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