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Capita Financial Network
Capita Financial Network was established in 2008 and operates as a US wealth manager and registered investment advisor. It provides investment advisory...
Overview
Capita Financial Network was established in 2008 and operates as a US wealth manager and registered investment advisor. It provides investment advisory services, financial planning, portfolio management, estate planning, income planning, and tax planning. The firm serves individuals, trusts, estates, high-net-worth individuals, 401k plans, and small businesses. Available records contain no information on additional offices, team size, or operational events in the past 24 months.
General information
Firm type
Wealth Manager
Year founded
2008
Location
Region
North America
Country
United States
City
Utah
Corporate office
Sandy, United States
Sector focus
Frequently asked questions
What services does Capita Financial Network provide?
The firm offers investment advisory, financial planning, portfolio management, estate planning, income planning, and tax planning.
Which clients does Capita Financial Network serve?
It advises individuals, trusts, estates, high-net-worth individuals, 401k plans, and small businesses.
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