CAPE INVESTMENT ADVISORY, INC. - Financial Advisor in Georgia, Mcdonough

Tel: 678-583-1120 1600 Pennsylvania Ave. Mcdonough, Georgia 30253

About CAPE INVESTMENT ADVISORY, INC.

CAPE INVESTMENT ADVISORY, INC. is a Mcdonough, Georgia based financial advisory firm with nearly $365,212,023 in assets under management and provides investment advisory services for 1630 clients. There are currently 140 financial advisors at the firm.

General Information

Firm CRD#:

146384

Firm SEC#:

801-71349

Assets Under Management:

$365,212,023

No. of Clients:

1630

No. of Advisors:

140

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Fee Structure:

A percentage of AUM

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Top Financial Advisory Firms in Georgia, Mcdonough

FirmCRD#:310305

SEC#:801-131279

No. of Advisors:4

No. of Clients:Not Disclosed

AUM:$0

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

GLOBAL INVESTMENT ADVISORY

310305

801-131279

Not Disclosed

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