Is this your firm? Access your profile
Last updated: February 18th, 2020. Data source: SEC filings.
Cape Ann Capital, federally registered in 2006, is a Registered Investment Advisor (RIA) in 4 state(s) with a licensed staff of 3 advisors. Cape Ann Capital manages $127.5 million and provides investment advisory services for 198 clients (1:66 advisor/client ratio). This firm does not have a disciplinary history.
|Rank (United States)||Not Ranked|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||16|
|Percentage of Advisors Trusted||67%|
|Average Client Balance||$643,909|
|Total AUM||$127.5 million|
|Advisor / Client Ratio||1:66|
|SEC Filings||View SEC IAPD CRD #128942|
|State(s) Registered||FL, MA, NH, VT|