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CAPITOL FAMILY OFFICE, INC.
CAPITOL FAMILY OFFICE, INC.
BEAVERTON, Oregon
·
2 registered advisors
·
CRD# 312005
SEC# 801-120221
0
(503) 897-0236
01
Firm Overview
AUM
$134M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at CAPITOL FAMILY OFFICE, INC.
2 registered advisors
Erica Gail Nortman
BEAVERTON, Oregon
CRD# 5492685
Mark David Nortman
BEAVERTON, Oregon
CRD# 4514959
05
Office Locations
BEAVERTON, Oregon
2 advisors
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Data sourced from SEC Form ADV filings. CAPITOL FAMILY OFFICE, INC. (CRD# 312005) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.