Cape Ann Capital, Inc.
Cape Ann Capital, Inc. (CRD# 128942) is a financial advisory firm headquartered in Manchester-by-the-Sea, MA. They manage $186,992,674 in 256 accounts and serve the financial needs of clients across 4 states (or territories).
-
Total Assets Under Management187MILLION
-
Total Number of Accounts256ACCOUNTS
-
Average Account Value$730,440
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, MA, NH, VT
Jeremy Distefano (CRD# 5091113) is an Investment Advisor Representative working at Cape Ann Capital, Inc. in South Hamilton, MA and has 1 year of experience in the finance industry.
James Jasinski (CRD# 2571023) is an Investment Advisor Representative working at Cape Ann Capital, Inc. in Manchester-by-the-Sea, MA and has over 28 years of experience in the finance industry.
David Umstead (CRD# 4727346) is an Investment Advisor Representative working at Cape Ann Capital, Inc. in Manchester-by-the-Sea, MA and has 1 year of experience in the finance industry.