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CAPSHIFT ADVISORS, LLC
CAPSHIFT ADVISORS, LLC
CAPSHIFT ADVISORS
WEST NEWTON, Massachusetts
·
5 registered advisors
·
CRD# 309860
SEC# 801-119451
1
617-865-5096
01
Firm Overview
AUM
$363M
Regulatory assets under management
Employees
15
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at CAPSHIFT ADVISORS, LLC
5 registered advisors
Adam Rein
WEST NEWTON, Massachusetts
CRD# 7252257
Gerhard Robert Fox
WEST NEWTON, Massachusetts
CRD# 2796860
Jacques Pierre Perold
WEST NEWTON, Massachusetts
CRD# 4407744
Scott Joseph Babka
WEST NEWTON, Massachusetts
CRD# 4167396
Susan Elizabeth Sessler
WEST NEWTON, Massachusetts
CRD# 6541301
05
Office Locations
WEST NEWTON, Massachusetts
5 advisors
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Data sourced from SEC Form ADV filings. CAPSHIFT ADVISORS, LLC (CRD# 309860) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.