Joshua
Barditch
Capital Advisors, Inc
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About this Advisor
Joshua Barditch is a financial advisor based in Frisco, Texas, working with Capital Advisors, Inc. Joshua has previously held positions at Merrill Lynch, Florida International University, Prager Metis Cpa'S LLC, Belen Jesuit Preparatory School, and Capital Advisors, Inc. Joshua has passed the Series 66 regulatory exam and is registered to provide services in Oklahoma and Texas. Currently, Joshua is part of Capital Advisors, Inc, which operates out of Frisco, Texas. The firm has 10 offices and 59 employees. The firm manages assets totaling $5.5 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 investment companies, and portfolio management for institutional clients. The fee structure at Capital Advisors, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Capital Advisors, Inc Brokerage Details
$5,501,719,930
59
6,518
$844,081
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
Capital Advisors, Inc
Merrill Lynch
Merrill Lynch
Prager Metis Cpa'S LLC
Florida International University
Belen Jesuit Preparatory School
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
Houston, TX
Tulsa, OK
Tulsa, OK
Frisco, TX
Tulsa, OK
Frisco, TX
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