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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Arizona
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 20, 2010
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GREER, GILBERT, NICHOLAS | I | CEO, PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| GREER, GILBERT, NICHOLAS | I | CEO, PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| GREER, GILBERT, NICHOLAS | I | CEO, PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| GREER, GILBERT, NICHOLAS | I | CEO, PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Sep 20, 2010 REGISTERED
Notice Filings (2)
AZ UT
Address
60 E RIO SALADO PARKWAYSUITE 711
TEMPE, AZ 85281
United States
Phone: 602-273-1234