CapTrust Wealth Advisors / CTFA.com Revenue
Financial Services • 
Holland, Michigan, United States • 21-50 Employees
CapTrust Wealth Advisors / CTFA.com revenue & valuation
| Annual revenue | $2,138,875 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $6,900,000 |
| Total funding | No funding |
Key Contact at CapTrust Wealth Advisors / CTFA.com
Ryan Tyler
Director Of Operations
Company overview
| Headquarters | 85 E 8th St, Holland, Michigan 49423, US |
| Phone number | +18005665012 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Tax, Investment Management, Equipping The Next Generation, Insurance And Estate Planning Review, Philanthropy And Giving Services, Wealth And Financial Planning, Closely Held Business Succession Planning |
| Founded | 1997 |
| Employees | 21-50 |
| Socials |
CapTrust Wealth Advisors / CTFA.com Email Formats
CapTrust Wealth Advisors / CTFA.com uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@ctfa.com), used 87.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@ctfa.com | 87.5% |
{first name}.{last name} | john.doe@ctfa.com | 12.5% |
About CapTrust Wealth Advisors / CTFA.com
Managing wealth and investments is what we do – how we do it is what sets us apart. At CapTrust, we’re passionate about helping you live your best financial life. We take the human approach, which starts with a long look at your personal values and desires. Once we know your aspirations, our investment planners craft a roadmap for growth that aligns with who you are and what you want. CapTrust Wealth Advisors (CapTrust) is a Registered Investment Advisor (“RIA”) located in the State of Michigan providing investment advisory services and related services for clients nationally. CapTrust will maintain all applicable registrations and licenses as required by the various states in which CapTrust conducts business. CapTrust renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. Information provided on this site is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advice may only be provided by CapTrust’s advisory persons after entering into an advisory agreement and providing CapTrust with all requested background and account information.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
CapTrust Wealth Advisors / CTFA.com has 12 employees across 5 departments.
Departments
Number of employees
Funding Data
CapTrust Wealth Advisors / CTFA.com has never raised funding before.
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