CAPTRUST - Financial Advisor in North Carolina, Raleigh

Tel: 919-870-6822 4208 Six Forks Rd Suite 1700 Raleigh, North Carolina 27609

About CAPTRUST

CAPTRUST is a Raleigh, North Carolina based financial advisory firm with nearly $852,173,054,617 in assets under management and provides investment advisory services for 100603 clients. There are currently 1554 financial advisors at the firm.

General Information

Firm CRD#:

175112

Firm SEC#:

801-62193

Assets Under Management:

$852,173,054,617

No. of Clients:

100603

No. of Advisors:

1554

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Performance Based

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