Capita Financial Network

EST. AUM
$2,323,963,878

CONTACTS
30

CLIENT ACCOUNTS
7,042

Firm Details

Metro area Salt Lake City
CRD Number 290558
Website capitafinancialnetwork.com
Client types

Overview

Capita is a group of financial planning experts who work together to help clients create a customized retirement plan that is comprehensive, coherent, and tailored to their needs. All of Capita's tools and services are available to clients. They serve a wide range of financial planning needs tailored to personal values and goals.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Capita Financial Network

Platform Details

Investment Preferences

Alternative Activity

Address

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