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Financial Advisor
California
San Rafael
CAPITAL TRUST ADVISORS

CAPITAL TRUST ADVISORS

Tel: (415) 399-9100 1210 5th Avenue, #275 San Rafael, California 94901

About CAPITAL TRUST ADVISORS

CAPITAL TRUST ADVISORS is a San Rafael, California based financial advisory firm with nearly $330,041,010 in assets under management and provides investment advisory services for 473 clients. There are currently 4 financial advisors at the firm.

General Information
Firm CRD#:

134174

Firm SEC#:

801-121095

Assets Under Management:

$330,041,010

No. of Clients:

473

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

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