Capita Financial Network

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Capita Financial Network — overview

Assets Under Management

Type

Wealth Manager

Location

Draper, UT, US

Alternative Asset Classes

-

About

Capita Financial Network is a US-based wealth manager and a registered investment advisor. The firm provides investment advisory services to its clients on discretionary basis. It provides Asset Management, financial planning, portfolio management, estate planning, income planning, charitable giving and tax planning services to individuals, trusts, estates, high-net-worth individuals, 401K plans and small businesses.

Capita Financial Network - known decision makers (10)

Contact NamePositionLocationEmailTelephoneAsset Class
Chief Operating Officer & Managing PartnerDraper, USGEN
Financial Services AssociateDraper, USGEN
Founder and Chief Executive OfficerDraper, USGEN
Partner & Director of Financial ServicesDraper, USGEN
Partner & Wealth AdvisorDraper, USGEN

Showing 5 of 10 known decision makers Capita Financial Network

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