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Capital Advisors, Ltd

EST. AUM
$1,366,837,208

CONTACTS
12

CLIENT ACCOUNTS
1,106

Firm Details

Metro area Cleveland
CRD Number 153600
Website capitaladvisorsltd.com
Client types

Overview

Founded in 1991, Capital Advisors is a RIA and wealth management firm based outside of Cleveland. They focus on comprehensive financial planning and the Financial Planning Process through their internal cash flow modeling customized for each client. This modeling helps to determine client risk tolerance, investment allocations and strategy with their investment management approach using a strategic and tactical approach. Capital Advisors also offers additional financial services across estate planning, retirement planning, business succession planning, insurance and corporate planning.

Platform Details

Investment Preferences

Alternative Activity

Address

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

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