Capitol Family Office

EST. AUM
$136,089,945

CONTACTS
2

CLIENT ACCOUNTS
462

Firm Details

Metro area Portland, OR
CRD Number 312005
Website capitolcfo.com
Client types

Overview

They provide the services of a Multi-Family Office including access to professional money management, comprehensive financial planning, investment advice, insurance and many other capabilities to a select clientele. Investment Advice and financial planning offered through Financial Advocates Investment Management, DBA Capitol Family Office, a Registered Investment Advisor. Financial Advocates Investment Management and Capitol Family Office are separate entities.

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

Capitol Family Office

Platform Details

Investment Preferences

Alternative Activity

Address

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