Sign in Sign up for free

Capital Builders Advisory Services Inc (New York City)


Capital Builders Advisory Services Inc is an adviser based in New York City. It manages $11.79 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001.

Capital Builders Advisory Services provides portfolio management for investment companies. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Capital Builders Advisory Services: assets under management

The assets under management (AUM) of Capital Builders Advisory Services Inc is $11.79 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -2% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $11.79 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $11.79 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Capital Builders Advisory Services 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.

Based in New York City

The principal office where Capital Builders Advisory Services Inc performs its advisory services is located at C/O Tocqueville, 19 Th Floor, New York City, NY 10019, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 212-698-0835 or by fax 212-245-3057. The normal business hours are 9.00 am to 5.30 pm on Monday - Friday.


Registered investment advisers similar to Capital Builders Advisory Services Inc