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CAPE ANN CAPITAL, INC.
CAPE ANN CAPITAL, INC.
MANCHESTER, Massachusetts
·
3 registered advisors
·
CRD# 128942
SEC# 801-66982
2
978-526-7541
01
Firm Overview
AUM
$187M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at CAPE ANN CAPITAL, INC.
3 registered advisors
David Allan Umstead
MANCHESTER, Massachusetts
CRD# 4727346
James Ralph Jasinski
MANCHESTER, Massachusetts
CRD# 2571023
Jeremy Distefano
MANCHESTER, Massachusetts
CRD# 5091113
05
Office Locations
MANCHESTER, Massachusetts
3 advisors
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Data sourced from SEC Form ADV filings. CAPE ANN CAPITAL, INC. (CRD# 128942) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.