CAPITAL ASSET ADVISORY SERVICES, LLC.

CG ADVISORY SERVICES
WILLIAMSTON, Michigan·7 registered advisors·CRD# 110929
SEC# 801-6708225517-339-7662
01

Firm Overview

AUM
$3.2B
Regulatory assets under management
Employees
130
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at CAPITAL ASSET ADVISORY SERVICES, LLC.

7 registered advisors
Adam Patrick Lesperance
WILLIAMSTON, Michigan
Anthony Joseph Mazzali
WILLIAMSTON, Michigan
David Michael Robinson
HASLETT, Michigan
Jeffrey John Casey
WILLIAMSTON, Michigan
Jonathan Lee Cohen
HASLETT, Michigan
Kenneth Patrick Evangelista
WILLIAMSTON, Michigan
Mark David Parker
HASLETT, Michigan
05

Office Locations

WILLIAMSTON, Michigan
4 advisors
HASLETT, Michigan
3 advisors

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Data sourced from SEC Form ADV filings. CAPITAL ASSET ADVISORY SERVICES, LLC. (CRD# 110929) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.