CAPELLI FINANCIAL SERVICES INC

BLOOMFIELD HILLS, Michigan·3 registered advisors·CRD# 106610
SEC# 801-48430248-594-9282
01

Firm Overview

AUM
$337M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CAPELLI FINANCIAL SERVICES INC

3 registered advisors
Boris Nicholas Dimitroff
BLOOMFIELD HILLS, Michigan
Evelyn Nell Macintyre
BLOOMFIELD HILLS, Michigan
Marilyn Capelli Dimitroff
BLOOMFIELD HILLS, Michigan
05

Office Locations

BLOOMFIELD HILLS, Michigan
3 advisors

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Data sourced from SEC Form ADV filings. CAPELLI FINANCIAL SERVICES INC (CRD# 106610) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.