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THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC
THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC
BLOOMINGTON, Minnesota
·
4 registered advisors
·
CRD# 140551
SEC# 801-69464
2
952-831-8243
01
Firm Overview
AUM
$277M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC
4 registered advisors
Brett Allen Machtig
BLOOMINGTON, Minnesota
CRD# 1420080
Hayden Clifford Watkin
BLOOMINGTON, Minnesota
CRD# 4404235
Michael Joseph Ruggieri
BLOOMINGTON, Minnesota
CRD# 2652152
Richard Carmine Cella
BLOOMINGTON, Minnesota
CRD# 1225988
05
Office Locations
BLOOMINGTON, Minnesota
4 advisors
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Data sourced from SEC Form ADV filings. THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC (CRD# 140551) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.