Capital Resources And Insurance, Inc
Firm details
- Headquarters
- Huntington Beach, California
- CRD number
- 301878
- Website
- www.capitalres.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals54.56%
- HNWI45.44%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Capital Resources And Insurance, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm focuses on planning and discretionary portfolio management for individuals, families and small-business owners. Its client-fee options include percentage-of-assets, hourly charges and fixed fees. The adviser does not identify as an ESG investor, is not a multi-state adviser, and does not act as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds58%
- Exchange Traded Equities41%
- Cash & Cash Equivalents1%
Contacts
1 of 1Travis Wasson
President & Financial PlannerCRD 4624974
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Huntington Beach, CA
Orange
Location
Huntington Beach, CA
Headquartered in Huntington Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 5932 Bolsa Ave
- Time zone
- PT (UTC-8)
- Office locations
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