Capital Trust Advisors
Capital Trust Advisors (CRD# 134174) is a financial advisory firm headquartered in San Rafael, CA. They manage $330,041,010 in 473 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management330MILLION
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Total Number of Accounts473ACCOUNTS
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Average Account Value$697,761
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, NY, TX
Paul Evans (CRD# 1196111) is an Investment Advisor Representative working at Capital Trust Advisors in San Rafael, CA and has over 27 years of experience in the finance industry.
John Goldberg (CRD# 4340059) is an Investment Advisor Representative working at Capital Trust Advisors in Piedmont, CA and has 1 year of experience in the finance industry.
Sanford Lowengart (CRD# 2170252) is an Investment Advisor Representative working at Capital Trust Advisors in San Francisco, CA and has over 32 years of experience in the finance industry.