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Adam Patrick Lesperance

CAPITAL ASSET ADVISORY SERVICES, LLC.·WILLIAMSTON, Michigan
CAPITAL ASSET ADVISORY SERVICES, LLC.
148 E GRAND RIVER AVE., WILLIAMSTON, MI 48895CRD# 4249723Firm CRD# 110929

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Adam Patrick Lesperance · WILLIAMSTON, MI
Registration
CRD #4249723 · CAPITAL ASSET ADVISORY SERVICES, LLC.
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Adam Patrick Lesperance is a registered financial advisor based in WILLIAMSTON, Michigan, affiliated with CAPITAL ASSET ADVISORY SERVICES, LLC.. 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
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
CAPITAL ASSET ADVISORY SERVICES, LLC.
CG ADVISORY SERVICES
AUM
$3.2B
Regulatory assets under management
Employees
130
Total firm employees
View all advisors at CAPITAL ASSET ADVISORY SERVICES, LLC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 4249723
Firm CRD# 110929
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Adam Patrick Lesperance offer?
Adam Patrick Lesperance specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WILLIAMSTON, Michigan for a consultation.
What are Adam Patrick Lesperance's credentials?
Adam Patrick Lesperance is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Adam Patrick Lesperance located?
Adam Patrick Lesperance is based in WILLIAMSTON, Michigan, working with CAPITAL ASSET ADVISORY SERVICES, LLC.. Their office serves clients in the WILLIAMSTON metropolitan area and surrounding communities.
How does Adam Patrick Lesperance charge for services?
Adam Patrick Lesperance's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPITAL ASSET ADVISORY SERVICES, LLC.?
CAPITAL ASSET ADVISORY SERVICES, LLC. has approximately 130 employees and manages $3.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CAPITAL ASSET ADVISORY SERVICES, LLC.

Anthony Joseph Mazzali
WILLIAMSTON, MI
Jeffrey John Casey
WILLIAMSTON, MI
Mark David Parker
HASLETT, MI
Jonathan Lee Cohen
HASLETT, MI
Kenneth Patrick Evangelista
WILLIAMSTON, MI
David Michael Robinson
HASLETT, MI

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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