William
Altavilla

Captrust

CRD#1979355
Investment Advisor
in Folsom, CA

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About this Advisor

William Altavilla is a financial advisor based in Folsom, California, working with Captrust. William has previously held positions at Mid Atlantic Capital Corporation, Mid Atlantic Financial Management, Inc, Wells Fargo Advisors Financial Network, LLC, Capfinancial Partners LLC (Captrust), and Capfinancial Securities LLC. William has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Texas. Currently, William is part of Captrust, which operates out of Folsom, California. The firm has 69 offices and 1,554 employees. The firm manages assets totaling $852.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and publication of newsletters. The fee structure at Captrust includes asset-based, hourly, fixed, and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

1130 Iron Point Rd Ste 100
Folsom, CA 95630

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Captrust Brokerage Details

Total Assets Under Management

$852,173,054,617

CA Average: $3,625,019,099
Total Number of Employees

1,554

CA Average: 22
Total Number of Accounts

100,603

CA Average: 1,917
Average Account Size

$8,470,653

CA Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters

William Altavilla Work History

2021 - Present (4 years)

Capfinancial Partners LLC (Captrust)

2021 - Present (4 years)

Capfinancial Securities LLC

2015 - 2021 (6 years)

Wells Fargo Advisors Financial Network, LLC

2004 - 2015 (11 years)

Mid Atlantic Capital Corporation

2004 - 2015 (11 years)

Mid Atlantic Financial Management, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of William Altavilla 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 Captrust

Beth Cornell
Lone Tree, CO
Charles Paderick
Sanford, NC
Mark Huffman
Sacramento, CA
Shawn Morris
Boerne, TX
Jessica Mayo
San Antonio, TX
Ryan Lee
Dayton, OH
Catherine Bragg
Birmingham, AL
Audrey Scroggs
Phoenix, AZ

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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