Advisors Capital Investments Inc (Woodstock)

Name: Advisors Capital Investments Inc
Address: 17 Tripp Road, Woodstock, CT, 06281 3514
Telephone: (860) 963-0722

Advisors Capital Investments Inc is an adviser based in Woodstock. It manages $19.23 million of regulatory assets for 229 client accounts. It has been registered with the SEC as an adviser since 2001.

Advisors Capital Investments provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Advisors Capital Investments: assets under management

The assets under management (AUM) of Advisors Capital Investments Inc is $19.23 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -79% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $19.23 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $83.98 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Advisors Capital Investments Inc for their services and products based on a percentage of assets under management, hourly charges, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Advisors Capital Investments Inc

Robert Keith Mann has been acting as President since 1 Mar 1983. William Frederick Bruso joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Keith Mann	President	1 Mar 1983	50% - 75%	318870
Frank Dennis Pietroski	Director	1 Sep 1988	Other	1863693
Ronald Clarke Derby	Compliance principal	1 Feb 1997	Other	2557295
Advisor's Capital Corporation	Owner	1 Jun 1997	75% - 100%	52-2042137
William Frederick Bruso	Director	1 Jan 1999	Other	1452899
Robert Keith Mann	Chief compliance officer	1 Mar 2005	50% - 75%	318870

Based in Woodstock

The principal office where Advisors Capital Investments Inc performs its advisory services is located at 17 Tripp Road, Woodstock, CT 06281 3514, which is also the mailing address of the firm. An additional office of the firm is in Norwell, MA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (860) 963-0722 or by fax (860) 928-1831. The normal business hours are 10am - 5pm on Monday - Friday. You can find more information about the New York firm at marketshield.org.