CAPITAL GROUP, INC.
Legal name: BILTMORE INVESTMENT GROUP
CRD #116124 SEC #801-67721 TEMPE, AZ 602-273-1234
SEC Registered
Total AUM
$43.6M
Discretionary
$42.1M
Employees
5
Clients
25
Accounts
265
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2010 | $43.6M | $42.1M | $1.4M | 5 | -- |
| Mar 2009 | $58.6M | $56.2M | $2.4M | 5 | -- |
| Mar 2008 | $81M | $80M | $1M | 5 | -- |
| Mar 2007 | $106M | $89M | $17M | 5 | -- |
DateSep 2010
Total AUM$43.6M
Discretionary$42.1M
Non-Disc.$1.4M
Employees5
Clients--
DateMar 2009
Total AUM$58.6M
Discretionary$56.2M
Non-Disc.$2.4M
Employees5
Clients--
DateMar 2008
Total AUM$81M
Discretionary$80M
Non-Disc.$1M
Employees5
Clients--
DateMar 2007
Total AUM$106M
Discretionary$89M
Non-Disc.$17M
Employees5
Clients--