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CAPITAL FINANCIAL CONSULTANTS GROUP, INC.
CAPITAL FINANCIAL CONSULTANTS GROUP, INC.
SAN JUAN CAPISTRANO, California
·
1 registered advisor
·
CRD# 133657
SEC# 801-113545
0
949-248-8800
01
Firm Overview
AUM
$231M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at CAPITAL FINANCIAL CONSULTANTS GROUP, INC.
1 registered advisor
Jeff Dean Fisher
SAN JUAN CAPISTRANO, California
CRD# 4950246
05
Office Locations
SAN JUAN CAPISTRANO, California
1 advisor
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Data sourced from SEC Form ADV filings. CAPITAL FINANCIAL CONSULTANTS GROUP, INC. (CRD# 133657) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.