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Capital Trust AND Associates LLC

Headquartered in WOODBRIDGE, CT

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Firm Information

Capital Trust AND Associates LLC is an investment advisor registered with the SEC, managing approximately $12,561,208 in assets. The firm provides financial planning and portfolio management services for individuals, high-net-worth individuals, and pension and profit-sharing plans. The firm has 1 licensed agent, 1 investment advisor representative, and 1 investment advisory function.

Capital Trust AND Associates LLC

$12.56M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

CAPITAL TRUST AND ASSOCIATES LLC has a total of 1 branch locations across the country.
location

WOODBRIDGE, CT

Advisors at Capital Trust AND Associates LLC

View All 1 Advisors
Unclaimed
Laura Ann Simon

RA

WOODBRIDGE, CT

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Disclosures

There are no public disclosures for Capital Trust AND Associates LLC.

Frequently Asked Questions (5)

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