Capital Analysts
Capital Analysts (CRD# 162200) is a financial advisory firm headquartered in Fort Washington, PA. They manage $7,095,906,836 in 22,363 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management7,096MILLION
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Total Number of Accounts22,363ACCOUNTS
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Average Account Value$317,306
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
Cody Ward (CRD# 6363352) is an Investment Advisor Representative working at Capital Analysts in Walpole, MA and has over 8 years of experience in the finance industry.
Elizabeth Weaver (CRD# 6764236) is an Investment Advisor Representative working at Capital Analysts in Waltham, MA and has over 6 years of experience in the finance industry.
Carolyn Wuertz (CRD# 5199310) is an Investment Advisor Representative working at Capital Analysts in Tucson, AZ and has over 17 years of experience in the finance industry.
Alan Yanowitz (CRD# 2122061) is an Investment Advisor Representative working at Capital Analysts in Cleveland, OH and has over 32 years of experience in the finance industry.
Mark Zacek (CRD# 6013028) is an Investment Advisor Representative working at Capital Analysts in Amherst, MA and has over 12 years of experience in the finance industry.
Dale Breault (CRD# 2131440) is an Investment Advisor Representative working at Capital Analysts in Feeding Hills, MA and has over 31 years of experience in the finance industry.
Ryan Cass (CRD# 7540639) is an Investment Advisor Representative working at Capital Analysts in Cleveland, OH and has 1 year of experience in the finance industry.
Ross Donaghay (CRD# 7055327) is an Investment Advisor Representative working at Capital Analysts in Tucson, AZ and has 1 year of experience in the finance industry.
Shauna Kehrmeyer (CRD# 7072132) is an Investment Advisor Representative working at Capital Analysts in Braintree, MA and has over 4 years of experience in the finance industry.
Amy Montiel (CRD# 7214825) is an Investment Advisor Representative working at Capital Analysts in Tucson, AZ and has 1 year of experience in the finance industry.