David
Umstead
Cape Ann Capital, Inc
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About this Advisor
David Umstead is a financial advisor based in Manchester, Massachusetts, working with Cape Ann Capital, Inc. David is registered to provide services in Massachusetts. Currently, David is part of Cape Ann Capital, Inc, which operates out of Manchester, Massachusetts. The firm has 2 offices and 3 employees. The firm manages assets totaling $187.0 million 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, and portfolio management for institutional clients. The fee structure at Cape Ann Capital, Inc includes asset-based and fixed fees.
Services Offered
Fee Structure
Office Location
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Cape Ann Capital, Inc Brokerage Details
$186,992,674
3
256
$730,440
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Disclosures
Please visit the SEC profile of David Umstead 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 Ann Capital, Inc
Manchester, MA
Manchester, MA
South Hamilton, MA
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