Thomas
Neja
Capital Cs Group, LLC
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About this Advisor
Thomas Neja is a financial advisor based in Corona, California, working with Capital Cs Group, LLC. Thomas has previously held positions at E&O Pros, Integro Insurance Brokers, Serendipity Payroll, and Capital Cs Group, LLC. Thomas is registered to provide services in California. Currently, Thomas is part of Capital Cs Group, LLC, which operates out of Corona, California. The firm has 3 employees and manages assets totaling $129.5 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and other services. The fee structure at Capital Cs Group, LLC includes asset-based, hourly, and fixed fees.
Services Offered
Fee Structure
Office Location
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Capital Cs Group, LLC Brokerage Details
$129,503,366
3
431
$300,472
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Other
Thomas Neja Work History
Capital Cs Group, LLC
Serendipity Payroll
Integro Insurance Brokers
E&O Pros
Disclosures
Please visit the SEC profile of Thomas Neja to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Capital Cs Group, LLC
Irvine, CA
Irvine, CA
Irvine, CA
Corona, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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