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Capital Investment Management

EST. AUM
$558,949,315

CONTACTS
4

CLIENT ACCOUNTS
1,072

Firm Details

Metro area Kansas City
CRD Number 113917
Website cimretirementpros.com
Client types

Overview

Capital Investment Management is an independent advisory firm that provides retirement planning services. The firm assists clients with managing retirement accounts, assessing retirement lifestyle feasibility, and planning for financial legacies. Capital Investment Management develops financial plans based on clients' individual needs and circumstances. The firm's advisors are CFP® professionals who act in the best interests of their clients.

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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