CAPELLI FINANCIAL SERVICES INC

BLOOMFIELD HILLS, Michigan·1 registered advisor·CRD# 106610
SEC# 801-48430248-594-9282
01

Firm Overview

AUM
$337M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
1
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

1 registered advisor
Marilyn Capelli Dimitroff
BLOOMFIELD HILLS, Michigan
05

Office Locations

BLOOMFIELD HILLS, Michigan
1 advisor

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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.