CAPTRUST WEALTH ADVISORS - Financial Advisor in Michigan, Holland

Tel: (616) 392-5332 85 E 8th Street Suite 150 Holland, Michigan 49423

About CAPTRUST WEALTH ADVISORS

CAPTRUST WEALTH ADVISORS is a Holland, Michigan based financial advisory firm with nearly $1,889,548,733 in assets under management and provides investment advisory services for 2912 clients. There are currently 26 financial advisors at the firm.

General Information

Firm CRD#:

173736

Firm SEC#:

801-80687

Assets Under Management:

$1,889,548,733

No. of Clients:

2912

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

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