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Ann Leddy

CAPFINANCIAL PARTNERS, LLC·RALEIGH, North Carolina
Unclaimed Profile
4208 SIX FORKS RD, RALEIGH, NC 27609CRD# 5024384Firm CRD# 175112
01

About

Ann Leddy is a registered financial advisor based in RALEIGH, North Carolina, affiliated with CAPFINANCIAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
CAPFINANCIAL PARTNERS, LLC
CAPTRUST
AUM
$852.2B
Regulatory assets under management
Employees
1554
Total firm employees
View all advisors at CAPFINANCIAL PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 5024384
Firm CRD# 175112
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Ann Leddy offer?
Ann Leddy specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in RALEIGH, North Carolina for a consultation.
What are Ann Leddy's credentials?
Ann Leddy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ann Leddy located?
Ann Leddy is based in RALEIGH, North Carolina, working with CAPFINANCIAL PARTNERS, LLC. Their office serves clients in the RALEIGH metropolitan area and surrounding communities.
How does Ann Leddy charge for services?
Ann Leddy's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPFINANCIAL PARTNERS, LLC?
CAPFINANCIAL PARTNERS, LLC has approximately 1554 employees and manages $852.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in North Carolina
CHARLOTTE (678)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)ASHEVILLE (94)
City Guides
CHARLOTTE GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM GuideASHEVILLE Guide
Research
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