CAPITAL ANALYSTS, LLC

CAPITAL ANALYSTS
FORT WASHINGTON, Pennsylvania·5 registered advisors·CRD# 162200
SEC# 801-74614277800-242-1421
01

Firm Overview

AUM
$7.1B
Regulatory assets under management
Employees
705
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Investment ManagementWealth Management
04

Advisors at CAPITAL ANALYSTS, LLC

5 registered advisors
Deirdre Broderick Koerick
FORT WASHINGTON, Pennsylvania
Denis Neil Houser
FORT WASHINGTON, Pennsylvania
Mariellen Forst-Paulus
WYNCOTE, Pennsylvania
Michael Mark Kollar
FORT WASHINGTON, Pennsylvania
Raymond Paul Shivers
FORT WASHINGTON, Pennsylvania
05

Office Locations

FORT WASHINGTON, Pennsylvania
4 advisors
WYNCOTE, Pennsylvania
1 advisor

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Data sourced from SEC Form ADV filings. CAPITAL ANALYSTS, LLC (CRD# 162200) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.