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Capital United Investments LLC

Headquartered in YUCAIPA, CA

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Firm Information

Capital United Investments LLC is an investment advisor with 1 registered investment advisor representative. They manage approximately $900,000 in assets for 12 clients. Their services include financial planning, pension consulting, and portfolio management for individuals and businesses. They primarily serve high-net-worth individuals with at least $500,000 in assets under management and individuals other than high-net-worth individuals with a minimum of $400,000 in assets under management.

Capital United Investments LLC

$900,000

Assets Under Management

12

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (1)

CAPITAL UNITED INVESTMENTS LLC has a total of 1 branch locations across the country.
location

YUCAIPA, CA

Advisors at Capital United Investments LLC

View All 1 Advisors
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Austin Kane Todd

RA

YUCAIPA, CA

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Disclosures

There are no public disclosures for Capital United Investments LLC.

Frequently Asked Questions (5)

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