CAPE ANN Capital Inc
Legal Name: CAPE ANN CAPITAL, INC.
Other Info
CAPE ANN Capital, Inc. is a small financial advisory firm based in MA. With a team of only three employees, the company caters to an unknown number of clients. Registered with the SEC since 2006, the firm continues to operate with an approved status.
Cape Ann Capital
Cape Ann Capital is an independent fee-only financial advisor based in the Boston area that leverages both technology and experienced investment professionals to make better, more informed decisions.
Direct Owners
-
DAVID ALLAN UMSTEAD
PRESIDENT, CHIEF COMPLIANCE OFFICER owns 75% or more
-
JAMES RALPH JASINSKI
CHIEF EXECUTIVE OFFICER owns more than 25% but less than 50%
-
JEREMY DISTEFANO
PORTFOLIO MANAGER/OWNER owns more than 25% but less than 50%