Capelli Financial Services Inc is a large advisory firm based in Bloomfield Hills. It manages $336.57 million of regulatory assets for 819 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Illinois, and Michigan.
Capelli Financial Services provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Capelli Financial Services Inc is $336.57 million. The firm's AUM has grown by 251% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Capelli Financial Services Inc for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Marilyn Ruth Capelli has been acting as President since 1 Sep 1994. Jason Sheldon Close joined the executive team most recently as the Equity Owner.
The principal office where Capelli Financial Services Inc performs its advisory services is located at 40950 Woodward Avenue, Suite 140, Bloomfield Hills, MI 48304 2260, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 248-594-9282 or by fax 248-594-5751. The normal business hours are 9:00am to 4:30pm on Monday - Friday. You can find more information about the New York firm at www.capellifs.com.