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NORTH CAPITAL, INC.
NORTH CAPITAL, INC.
NORTH CAPITAL
SALT LAKE CITY, Utah
·
7 registered advisors
·
CRD# 148802
SEC# 801-110598
1
888-625-7768 X1
01
Firm Overview
AUM
$252M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at NORTH CAPITAL, INC.
7 registered advisors
Bridgot Sharon Basile
SALT LAKE CITY, Utah
CRD# 3257090
Frances Evans Harkins
SALT LAKE CITY, Utah
CRD# 4244859
James Patrick Dowd
SALT LAKE CITY, Utah
CFA
CRD# 2109413
Joseph Carl Anderson
SALT LAKE CITY, Utah
ChFC
CRD# 4644204
Juan Antonio Garcia
SALT LAKE CITY, Utah
CRD# 5251261
Nicholas Brian Stecklein
SALT LAKE CITY, Utah
CFP
CRD# 6827498
Paul Donald Bowers
SALT LAKE CITY, Utah
CRD# 1799341
05
Office Locations
SALT LAKE CITY, Utah
7 advisors
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Data sourced from SEC Form ADV filings. NORTH CAPITAL, INC. (CRD# 148802) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.