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Anthony Joseph Caputo

GRANTVEST FINANCIAL GROUP LLC·MATAWAN, New Jersey
Unclaimed Profile
106 MAIN STREET, MATAWAN, NJ 07747CRD# 5105611Firm CRD# 310272
01

About

Anthony Joseph Caputo is a registered financial advisor based in MATAWAN, New Jersey, affiliated with GRANTVEST FINANCIAL GROUP 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
GRANTVEST FINANCIAL GROUP LLC
GRANTVEST FINANCIAL GROUP LLC
AUM
$107M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at GRANTVEST FINANCIAL GROUP LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5105611
Firm CRD# 310272
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Anthony Joseph Caputo offer?
Anthony Joseph Caputo specializes in Financial Planning, Investment Management. Contact their office in MATAWAN, New Jersey for a consultation.
What are Anthony Joseph Caputo's credentials?
Anthony Joseph Caputo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Anthony Joseph Caputo located?
Anthony Joseph Caputo is based in MATAWAN, New Jersey, working with GRANTVEST FINANCIAL GROUP LLC. Their office serves clients in the MATAWAN metropolitan area and surrounding communities.
How does Anthony Joseph Caputo charge for services?
Anthony Joseph Caputo's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GRANTVEST FINANCIAL GROUP LLC?
GRANTVEST FINANCIAL GROUP LLC has approximately 4 employees and manages $107M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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