CapFinancial Partners LLC
正式名称: CAPFINANCIAL PARTNERS, LLC
フルコンタクト詳細
CapFinancial Partners LLC
4208 SIX FORKS RD, SUITE 1700, RALEIGH, NC
919-870-6822
919-870-8891
他の情報
CapFinancial Partners LLCは、ノースカロライナ州に拠点を置く有限責任会社です。同社には515人の従業員がおり、そのうち239人がアドバイザリー業務に携わっています。クライアントの数は不明です。SECは、この会社の登録日を2003年7月11日と認可しました。
CAPTRUST Direct
X Due to security enhancements, a new registration process may be required to access your plan(s). Your email address is your new username. About CAPTRUST Contact Us Log In Log In Securely Store Plan Documents CAPTRUST Direct’s secure online portal allows sponsors to easily store and reference mee…
Wealth Management and Nonprofit Advisory Services Lake Success NY | CAPTRUST
CAPTRUST’s Lake Success-based advisors provide wealth management services to high-net-worth individuals, business owners, families, and investment advisory services to endowments and foundations for nonprofits.
Home | CAPTRUST
We provide investment advisory services to retirement plan fiduciaries, endowments and foundations and wealth planning services to executives, business owners, and families.
Home | CAPTRUST Advice
Advice Desk: 800.967.9948 EnglishEspañol CAPTRUST.com Resources Helpful Resources IRS Announces 2023 Pension Plan Limitations Disaster Checklist Protect Your Personal Information By Type All Resources Articles Videos Tools By Need Plan Save Invest Retire By Career Stage Early Middle Late Popular To…
Home | CAPTRUST
We provide investment advisory services to retirement plan fiduciaries, endowments and foundations and wealth planning services to executives, business owners, and families.
Strategic Advisor Group – Guiding clients for financial success
Home Who We Are About Us Our Approach Our Team M Financial Group What We Do Business Owning & Ultra High Net Worth Families Multigenerational Wealth Planning Business & Estate Preservation Strategies Life Insurance Advisory Services Investment Advisory Services Contact Us VISION Guiding clients towa…
Wealth Management Services Bethlehem PA | CAPTRUST
CAPTRUST’s Bethlehem-based advisors specialize in providing comprehensive wealth management services to high-net-worth individuals, business owners, and families.
Wealth Management Services San Ramon CA | CAPTRUST
CAPTRUST’s San Ramon-based advisors specialize in providing comprehensive wealth management services to high-net-worth individuals, business owners, and families.
Wealth Management Services Uniontown OH | CAPTRUST
CAPTRUST’s Uniontown-based advisors specialize in providing comprehensive wealth management services to high-net-worth individuals, business owners, and families.
Wealth Management and Nonprofit Advisory Services San Antonio TX | CAPTRUST
CAPTRUST’s San Antonio-based advisors provide wealth management services to high-net-worth individuals, business owners, families, and investment advisory services to endowments and foundations for nonprofits.
直接の所有者
-
BENJAMIN STUART GOLDSTEIN
CHIEF OPERATIONS OFFICER, HEAD OF BUSINESS OPERATIONS GROUP 所有する 5％未満
-
BONNIE ANNETTE MCCULLOUGH
CHIEF FINANCIAL OFFICER/SENIOR DIRECTOR 所有する 5％未満
-
DENISE MCGEE BUCHANAN
CHIEF COMPLIANCE OFFICER/SENIOR DIRECTOR 所有する 5％未満
-
DERICK DON SHOFF
MANAGING DIRECTOR, ADVISOR SUPPORT GROUP 所有する 5％未満
-
JAMES FIELDING MILLER
CHIEF EXECUTIVE OFFICER 所有する 5％未満
-
JOHN EDMUND RUSSELL APPLEBY
MANAGING DIRECTOR, PROJECT MGT & ACQUISITIONS/CROP/SROP 所有する 5％未満
-
KEVIN DANIEL BARRY
CHIEF INVESTMENT OFFICER, CONSULTING RESEARCH GROUP 所有する 5％未満
-
MICHAEL DAVID STROTHER
SENIOR DIRECTOR, ADVISOR SUPPORT GROUP 所有する 5％未満
-
SCOTT THOMAS MATHESON
MANAGING DIRECTOR, CONSULTING SOLUTIONS GROUP 所有する 5％未満
-
THE CAPFINANCIAL GROUP, LLC
MEMBER 所有する 75％以上
-
WILSON SMITH HOYLE
MANAGING DIRECTOR, HEAD OF ADVISOR SUPPORT GROUP 所有する 5％未満
間接所有者
-
CAPFINANCIAL HOLDINGS, INC.
MEMBER 所有する 75％以上
-
JAMES FIELDING MILLER
CHAIRMAN, CEO, PRESIDENT 所有する 25％以上50％未満
-
JAMES FIELDING MILLER
MANAGER
-
ROBERT G SOLOMON
MANAGER
-
ROBERT G SOLOMON
DIRECTOR
-
WILSON SMITH HOYLE
MANAGING DIRECTOR
-
WILSON SMITH HOYLE
MANAGER
監査役
-
RICHEY MAY & CO.
アメリカ
近くにある会社
- First Financial Group Corporation
- Mid-Atlantic Securities Inc
- Novaquest Capital Management LLC
- Sharpvue Capital LLC
- First Oak Wealth Management LLC
- Financial Planning Services Inc
- Physicians Financial Services Inc
- Capital Investment Counsel Inc
- Park Ridge Asset Management LLC
- Lewis Financial Management LLC