CapTrust Financial Advisors

Cap Trust Financial Advisors

Financial Services, 85 E 8th St, Holland, Michigan, 49423, United States, 11-50 Employees

ctfa.com

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Who is CAPTRUST FINANCIAL ADVISORS

In a confusing world saturated with information and conflicting advice, we are here to help guide you to a better and more secure financial future. With 25 years of experience increasing ...

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  • 85 E 8th St, Holland, Michigan, 49423, United States Headquarters: 85 E 8th St, Holland, Michigan, 49423, United States
  • 1997 Date Founded: 1997
  • 11-50 Employees: 11-50
  • dollar-icon Revenue: $25 Million to $50 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6282 | NAICS Code: 523940 | Show More

checked-icon Does something look wrong? Fix it. | View contact records from CAPTRUST FINANCIAL ADVISORS

CapTrust Financial Advisors Org Chart and Mapping

Employees

Ashley Ketchum

Client Service and Compliance Associate

Carter Speelman

Wealth Management Intern

Ben Anderson

Financial Planning Specialist

Patrick Colunga

Tax and Estate Specialist

Cpwa® Bryan Linn

Advisor, CFO, COO | Partner

Emily Jordan

Client Service Associate

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Frequently Asked Questions Regarding CapTrust Financial Advisors

Answer: CapTrust Financial Advisors's headquarters are located at 85 E 8th St, Holland, Michigan, 49423, United States

Answer: CapTrust Financial Advisors's phone number is +18*********

Answer: CapTrust Financial Advisors's official website is https://ctfa.com

Answer: CapTrust Financial Advisors's revenue is $25 Million to $50 Million

Answer: CapTrust Financial Advisors's SIC: 6282

Answer: CapTrust Financial Advisors's NAICS: 523940

Answer: CapTrust Financial Advisors has 11-50 employees

Answer: CapTrust Financial Advisors is in Financial Services

Answer: CapTrust Financial Advisors contact info: Phone number: +18********* Website: https://ctfa.com

Answer: In a confusing world saturated with information and conflicting advice, we are here to help guide you to a better and more secure financial future. With 25 years of experience increasing the confidence in the lives of our clients to face an uncertain world, we would welcome the opportunity to serve you. Contact us to further explore wealth planning and investment strategies to advance the life you want to live and to attain the confidence you deserve. CapTrust Financial Advisors (CapTrust) is a Registered Investment Advisor (RIA) located in the State of Michigan. CapTrust provides investment advisory services and related services for clients nationally. CapTrust will maintain all applicable registrations and licenses as required by the various states in which CapTrust conducts business. CapTrust renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.

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