Son
Le
Captrust
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About this Advisor
Son Le is a financial advisor based in Warren, New Jersey, working with Captrust. Son has previously held positions at Capfinancial Partners, LLC (Captrust), Portfolio Evaluation Inc, Pickering Energy Partners, Triple Crown Investments, Gm Financials, and Texas Christian University. Son is registered to provide services in New Jersey. Currently, Son is part of Captrust, which operates out of Warren, New Jersey. 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
Services Offered
Fee Structure
Office Location
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Captrust Brokerage Details
$852,173,054,617
1,554
100,603
$8,470,653
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
Son Le Work History
Capfinancial Partners, LLC (Captrust)
Portfolio Evaluation Inc
Pickering Energy Partners
Triple Crown Investments
Gm Financials
Texas Christian University
Disclosures
Please visit the SEC profile of Son Le 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
Lone Tree, CO
Wellesley Hills, MA
Sacramento, CA
Boerne, TX
San Antonio, TX
Wichita, KS
Birmingham, AL
New Hyde Park, NY
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