CAPITAL FINANCIAL SERVICES LLC

CAPITAL FINANCIAL SERVICES LLC of CLIFTON PARK, NY is an SEC-registered investment adviser (CRD 107960). Regulatory assets under management: $127.6M.

Registration

• CRD: 107960
• SEC file number: 801-57725
• Type: Registered investment adviser
• Location: 855 ROUTE 146, SUITE 180, CLIFTON PARK, NY, 12065
• Phone: 518-399-3903
• Latest filing: 2023-01-23
• Regulatory AUM: $127.6M
• Discretionary AUM: $127.6M
• Clients: 5
• Accounts: 484

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
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