CAPITAL FINANCIAL PLANNERS
Tel: 503-585-1067 1640 Liberty St Se Salem, Oregon 97302
About CAPITAL FINANCIAL PLANNERS
CAPITAL FINANCIAL PLANNERS is a Salem, Oregon based financial advisory firm with nearly $243,693,606 in assets under management and provides investment advisory services for 569 clients. There are currently 5 financial advisors at the firm.
General Information
Firm CRD#:
310168
Firm SEC#:
801-119386
Assets Under Management:
$243,693,606
No. of Clients:
569
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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