Joshua
Barditch
Capital Advisors, Inc
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About this Advisor
Joshua Barditch is a financial advisor operating in Frisco, Texas with a total of 1 year of relevant experience. Barditch is on the advisory team at Capital Advisors, Inc. Their career trajectory has included roles at Merrill Lynch, Florida International University, Prager Metis Cpa'S LLC, Belen Jesuit Preparatory School and Capital Advisors, Inc. Barditch has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Oklahoma and Texas. Capital Advisors, Inc is an advisory business operating out of Tulsa, OK. The investment advisory business has offices in 10 locations and a total of 59 employees. It controls $4 billion in assets under management among its 2,625 accounts, making it one of the biggest firms in the United States by assets under management. The firm provides financial advice to 15 charitable organizations. Of its 2,625 accounts, 43% belong to high-net-worth investors who have more than $1 million in investable assets. The business has a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for institutional clients. Fees charged by financial advisors typically vary depending on the financial services provided. However, fee types charged by Capital Advisors, Inc likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Capital Advisors, Inc Brokerage Details
$4,258,161,897
59
2,625
$1,622,157
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
Joshua Barditch Work History
Joshua has been registered as a financial advisor for 1 years.*
Capital Advisors, Inc
Merrill Lynch
Merrill Lynch
Prager Metis Cpa'S LLC
Florida International University
Belen Jesuit Preparatory School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joshua Barditch 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 Advisors, Inc
Tulsa, OK
Tulsa, OK
Frisco, TX
Frisco, TX
Frisco, TX
Tulsa, OK
Houston, TX
Tulsa, OK
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