Investment adviser · CRD 106610

CAPELLI FINANCIAL SERVICES INC

Investment adviser filing (IA)

BLOOMFIELD HILLS, MI, United States · Form ADV filed Sep 10, 2013

Regulatory AUM
$337M
Form ADV · Item 5.F
Client accounts
819
Accounts, not individual clients
Employees
6
Reported in this filing
Advisory professionals
3
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Sep 10, 2013. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Fixed

Principal office

40950 WOODWARD AVENUE, SUITE 140
BLOOMFIELD HILLS, MI, 48304-2260, United States

CRD 106610

Filing source

Form ADV 755934 · Sep 10, 2013 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.