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Cape Ann Financial
CAPE ANN FINANCIAL is a state-registered investment adviser with $18 million in regulatory assets under management. The firm manages $6 million on a...
Overview
CAPE ANN FINANCIAL is a state-registered investment adviser with $18 million in regulatory assets under management. The firm manages $6 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Frequently asked questions
Who controls investment decisions at Cape Ann Financial?
The principals responsible for investment decisions at Cape Ann Financial have not been publicly identified. Single-family offices of this profile are often managed directly by the founding family member or by a small, internal investment team hired to execute a long-term capital preservation and growth mandate.
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