CAPITAL FINANCIAL CONSULTANTS GROUP, INC. - Financial Advisor in California, San Juan Capistrano

Tel: 949-248-8800 31461 Rancho Viejo Road Suite 104 San Juan Capistrano, California 92675

About CAPITAL FINANCIAL CONSULTANTS GROUP, INC.

CAPITAL FINANCIAL CONSULTANTS GROUP, INC. is a San Juan Capistrano, California based financial advisory firm with nearly $230,782,028 in assets under management and provides investment advisory services for 1458 clients. There are currently 12 financial advisors at the firm.

General Information

Firm CRD#:

133657

Firm SEC#:

801-113545

Assets Under Management:

$230,782,028

No. of Clients:

1458

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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