Capital Advisory Group

Finance · Minnesota, United States · 11-50 Employees

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Overview

Headquarters

5270 W 84th St Ste 310, Bloomington, Min...

Phone Number

(952) 831-8243

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Capital Advisory Group

The Capital Advisory Group provides personalized investment advice aimed at minimizing financial concerns and maximizing asset protection for retired families and business owners. Their services include financial planning, asset management, tax guidance, risk mitigation, and estate planning, helping clients accumulate and manage wealth effectively. The firm is dedicated to being client-centered and utilizes robust technology to enhance financial control and decision-making. They focus on helping clients grow into informed investors with realistic strategies to navigate market fluctuations.Explore more
Capital Advisory Group's Social MediaPopular SearchesCapital Advisory Group LLCThe Capital Advisory Group LLCCapital Advisory GroupCapitol Advisory Group LLCThe Capital Advisory GroupSIC Code 62,628NAICS Code 52,523Show more

Capital Advisory Group Org Chart

PhoneEmail
JG
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Capital Advisory Group

<$5M
11-50
Private
-
2010
JG
Joshua GronholzBranch Manager
$18.6M
51-200
Private
-
1990
Michael Smithson, Senior Vice President at Cowan Financial Group
Michael SmithsonSenior Vice President
$7M
1-10
Private
-
1979
RA
Rita AnnoAdministrative Assistant & Client Service Specialist
<$5M
11-50
Private
-
1950
<$5M
1-10
Private
-
1995
EM
Ellen McNallyVice President
<$5M
1-10
Private
-
2006
N/A
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Company Profile Activity

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Activity Insights

Capital Advisory Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Capital Advisory Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Capital Advisory Group.

Capital Advisory Group Tech Stack

A closer look at the technologies used by Capital Advisory Group

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Frequently Asked Questions Regarding Capital Advisory Group

What is Capital Advisory Group's official website?
Capital Advisory Group's official website is www.cagcos.com
What is Capital Advisory Group's Revenue?
Capital Advisory Group's revenue is <$5 Million
What is Capital Advisory Group's SIC code?
Capital Advisory Group's SIC: 62,628
What is Capital Advisory Group's NAICS code?
Capital Advisory Group's NAICS: 52,523
How many employees does Capital Advisory Group have?
Capital Advisory Group has 11-50 employees
What industry does Capital Advisory Group belong to?
Capital Advisory Group is in the industry of: Finance, Securities Trading
What is Capital Advisory Group competition?
Capital Advisory Group top competitors include: The Capital Advisory Group Advisory Services, Plummer Financial Services, Bay Financial Associates, Dougherty & Associates
What technology does Capital Advisory Group use?
Some of the popular technologies that Capital Advisory Group uses are: Cloudflare Website Optimization, Cloudflare CDN, Google Font API, Google Tag Manager
How do I contact Capital Advisory Group?
Capital Advisory Group contact info: Phone number: (952) 831-8243 Website: www.cagcos.com
What does Capital Advisory Group do?

The Capital Advisory Group provides personalized investment advice aimed at minimizing financial concerns and maximizing asset protection for retired families and business owners. Their services include financial planning, asset management, tax guidance, risk mitigation, and estate planning, helping clients accumulate and manage wealth effectively.... The firm is dedicated to being client-centered and utilizes robust technology to enhance financial control and decision-making. They focus on helping clients grow into informed investors with realistic strategies to navigate market fluctuations.Read More

What are Capital Advisory Group social media links?
Capital Advisory Group Linkedin page Capital Advisory Group Twitter page Capital Advisory Group Facebook page
Is Capital Advisory Group a public company?
Capital Advisory Group is private company therefore does not currently have an official ticker symbol
See more information about Capital Advisory Group

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