Capital Formation Group Inc
Legal Name: CAPITAL FORMATION GROUP, INC.
Full Contact Details
Capital Formation Group Inc
62 WALNUT STREET, FLOOR 2, WELLESLEY, MA
781.237.0123
781.237.1696
Other Info
Capital Formation Group Inc is a Massachusetts-based corporation with 8 employees, 4 of whom are specialists in advisory roles. The firm's SEC status is currently listed as Approved, with a registration date of May 22, 1985. Over the years, this financial advisor has acquired an extensive client base of 140 individuals.
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Direct Owners
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JAMES D LEE
CHIEF COMPLIANCE OFFICER owns less than 5%
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JOHN DAVID WILLIAMS
FOUNDER & CHIEF EXECUTIVE OFFICER owns more than 50% but less than 75%
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MICHAEL JOSEPH TOOMEY
RETIRED SHAREHOLDER owns more than 10% but less than 25%
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WILLIAM MICHAEL DORAN
VICE CHAIRMAN owns more than 25% but less than 50%