Capital Assets Investment Management Inc is an adviser based in Naples. It manages $22.84 million of regulatory assets for 42 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Florida.
Capital Assets Investment Management 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.
The assets under management (AUM) of Capital Assets Investment Management Inc is $22.84 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -52% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Capital Assets Investment Management Inc for their services and products based on a percentage of assets under management. 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.
The principal office where Capital Assets Investment Management Inc performs its advisory services is located at 777 Riviera Drive, Naples, FL 34103, 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 (239) 435-3525 or by fax (239) 643-4485. The normal business hours are 9 a.m. - 4 p.m. on Monday - Friday.