CAPTRUST FINANCIAL ADVISORS, LLC
Legal name: CAPTRUST FINANCIAL ADVISORS
CRD #41727 SEC #801-53502 CHARLOTTE, NC 704-379-7850
SEC Registered Broker-Dealer
Total AUM
$1B
Discretionary
$312.8M
Employees
51
Clients
101
Accounts
2,613
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2002 | $1B | $312.8M | $736.8M | 51 | -- |
| Apr 2002 | $1B | $312.8M | $736.8M | 51 | -- |
| Mar 2002 | $1B | $312.8M | $736.8M | 51 | -- |
| Jun 2001 | $889.2M | $379.5M | $509.7M | 51 | -- |
| Jun 2001 | $889.2M | $379.5M | $509.7M | 51 | -- |
DateApr 2002
Total AUM$1B
Discretionary$312.8M
Non-Disc.$736.8M
Employees51
Clients--
DateApr 2002
Total AUM$1B
Discretionary$312.8M
Non-Disc.$736.8M
Employees51
Clients--
DateMar 2002
Total AUM$1B
Discretionary$312.8M
Non-Disc.$736.8M
Employees51
Clients--
DateJun 2001
Total AUM$889.2M
Discretionary$379.5M
Non-Disc.$509.7M
Employees51
Clients--
DateJun 2001
Total AUM$889.2M
Discretionary$379.5M
Non-Disc.$509.7M
Employees51
Clients--