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Capital Financial Planners
Capital Financial Planners was established in 2005 and maintains its headquarters in Salem, Oregon. The firm delivers investment advisory services under a...
Overview
Capital Financial Planners was established in 2005 and maintains its headquarters in Salem, Oregon. The firm delivers investment advisory services under a discretionary mandate. It offers portfolio management and financial planning to a client base that includes individuals and business entities. No specific asset-class allocations or named holdings appear in available records. The firm operates from a single disclosed location with no reported additional offices or team-size data. No operational events from the last 24 months are documented.
General information
Firm type
Bank / Wealth / Trust
Year founded
2001
Location
Region
North America
Country
United States
City
Salem
Corporate office
Salem, OR, United States
Frequently asked questions
What services does Capital Financial Planners provide?
The firm offers discretionary asset management, portfolio management, and financial planning to individuals, high net worth individuals, and business entities.
Where is Capital Financial Planners headquartered?
The firm is headquartered in Salem, Oregon.
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