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Financial Advisor
California
Irvine
CAPITAL BANK AND TRUST COMPANY

CAPITAL BANK AND TRUST COMPANY

Tel: (949) 975-5000 6455 Irvine Center Drive Irvine, California 92618-4518

About CAPITAL BANK AND TRUST COMPANY

CAPITAL BANK AND TRUST COMPANY is a Irvine, California based financial advisory firm with nearly $75,863,757,861 in assets under management and provides investment advisory services for 536 clients. There are currently 151 financial advisors at the firm.

General Information
Firm CRD#:

170017

Firm SEC#:

801-79234

Assets Under Management:

$75,863,757,861

No. of Clients:

536

Advisory Services Provided:

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

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