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Capital Asset Management

EST. AUM
$199,520,574

CONTACTS
2

CLIENT ACCOUNTS
335

Firm Details

Metro area Cleveland
CRD Number 120597
Website capitalassetmgmt.com
Client types

Overview

The Multi-Family Office helps affluent families and individuals protect and enhance their wealth. As an independent firm, it offers expert advice on organizing assets, identifying life and financial goals, and making astute investment choices. Through years of experience, the office has developed a comprehensive approach and an extensive range of services, which can be easily customized to the needs and desires of each client.

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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