CapTrust Financial Advisors

Finance · Michigan, United States · 11-50 Employees

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Overview

Headquarters

85 E 8th St Ste 150, Holland, Michigan, ...

Phone Number

(616) 392-5332

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
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May
ZI Rank
2
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3
1
2
1

About CapTrust Financial Advisors

CapTrust Financial Advisors provides personalized wealth planning services for individuals and institutional clients in Holland, Michigan. Their experienced consultants work collaboratively with clients to create financial plans that align with personal goals and life priorities. The firm offers access to exclusive private market and alternative investments, helping clients navigate the complexities of wealth management. CapTrust is committed to guiding clients through life’s unexpected changes and ensuring their financial strategies adapt to evolving needs.Explore more
CapTrust Financial Advisors's Social MediaPopular SearchesCapTrust Financial AdvisorsWell Done LLCWell Done Llc Dba Cap Trust Financial AdvisorsWell Done, LLC dba CapTrust Financial AdvisorsSIC Code 62,628NAICS Code 52,523Show more

CapTrust Financial Advisors Org Chart

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SD
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Advisor. Chief Investment Officer

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Team Lead, Financial Planning

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

CapTrust Financial Adviso...

<$5M
11-50
Private
-
2004
SD
Scott DeMaagdAdvisor. Chief Investment Officer
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
$7.6M
11-50
Private
-
1962
JB
James BoneTeam Member
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
11-50
Private
-
2005
HM
Henry McLartyCEO & Founder
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

CapTrust Financial Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

CapTrust Financial Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about CapTrust Financial Advisors.

CapTrust Financial Advisors Tech Stack

A closer look at the technologies used by CapTrust Financial Advisors

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Frequently Asked Questions Regarding CapTrust Financial Advisors

What is CapTrust Financial Advisors's official website?
CapTrust Financial Advisors's official website is www.ctfa.com
What is CapTrust Financial Advisors's Revenue?
CapTrust Financial Advisors's revenue is <$5 Million
What is CapTrust Financial Advisors's SIC code?
CapTrust Financial Advisors's SIC: 62,628
What is CapTrust Financial Advisors's NAICS code?
CapTrust Financial Advisors's NAICS: 52,523
How many employees does CapTrust Financial Advisors have?
CapTrust Financial Advisors has 11-50 employees
What industry does CapTrust Financial Advisors belong to?
CapTrust Financial Advisors is in the industry of: Finance, Securities Trading
What is CapTrust Financial Advisors competition?
CapTrust Financial Advisors top competitors include: Pillar Wealth Management, Hudson Valley Wealth Management, Sterling Total Wealth Solutions, Gratus Capital
What technology does CapTrust Financial Advisors use?
Some of the popular technologies that CapTrust Financial Advisors uses are: goo.gl, DocuSign, WordPress.org, PHP
How do I contact CapTrust Financial Advisors?
CapTrust Financial Advisors contact info: Phone number: (616) 392-5332 Website: www.ctfa.com
What does CapTrust Financial Advisors do?

CapTrust Financial Advisors provides personalized wealth planning services for individuals and institutional clients in Holland, Michigan. Their experienced consultants work collaboratively with clients to create financial plans that align with personal goals and life priorities. The firm offers access to exclusive private market and alternative in... vestments, helping clients navigate the complexities of wealth management. CapTrust is committed to guiding clients through life’s unexpected changes and ensuring their financial strategies adapt to evolving needs.Read More

What are CapTrust Financial Advisors social media links?
CapTrust Financial Advisors Linkedin page
Is CapTrust Financial Advisors a public company?
CapTrust Financial Advisors is private company therefore does not currently have an official ticker symbol
See more information about CapTrust Financial Advisors

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