Gregory
Klingler
Cape Investment Advisory, Inc
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About this Advisor
Gregory Klingler is a financial advisor based in Hanover, Maryland, working with Cape Investment Advisory, Inc. Gregory has previously held positions at Cape Securities Inc and American Global Wealth Management, Inc. Gregory has passed the Series 66 regulatory exam and is registered to provide services in Colorado, Delaware, Florida, Georgia, Hawaii, Maryland, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Texas, and Virginia. Currently, Gregory is part of Cape Investment Advisory, Inc, which operates out of Hanover, Maryland. The firm has 29 offices and 140 employees. The firm manages assets totaling $365.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Cape Investment Advisory, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cape Investment Advisory, Inc Brokerage Details
$365,212,023
140
1,630
$224,056
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Gregory Klingler Work History
American Global Wealth Management, Inc
Cape Securities Inc
Disclosures
Please visit the SEC profile of Gregory Klingler 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 Cape Investment Advisory, Inc
Hanover, MD
Mcdonough, GA
Mcdonough, GA
Mcdonough, GA
Charlotte, NC
Moraga, CA
Mcdonough, GA
Mcdonough, GA
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