CRD: 131088
Cape ANN Financial
Manchester, MA
9785260000
$18.2M Total AUM
$6.0M Disc. AUM
-- 3Y CAGR
1 Employees
40 ADV. Clients
20 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-12-2006
- Office Locations
- 1
Office Locations
-- Manchester MA
About Cape ANN Financial
Cape ANN Financial is a Manchester-based RIA. The firm has been operating for 20 years. Managing $18.2M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$18.2M AVG AUM / ADVISOR
$455.8K AVG AUM / CLIENT
15.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
See the complete signal summary connected to delta unison.
Unlock to compare peer behavior around capital legacy.
Request access to benchmark trends tied to meridian.
Request access to benchmark trends tied to matrix vector.
Unlock to compare peer behavior around prime alpha.
Premium access reveals conviction themes in focus atlas.
Upgrade to reveal position-level detail across matrix foundation.
Unlock to see real insight on value fusion atlas.
No keyword tags available.
Owner & Executives
P
PHILIP EDWARD GILLETTE JR
PRINCIPAL
- CRD
- #1039421
- Ownership
- 75% or more
(545) 850-4921
unison.crest@embercapital.com
in linkedin.com/in/vector-prime
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,988,430 | -- |
| Non-Discretionary | $12,244,007 | -- |
| Total | $18,232,437 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $18,232,437
Corporate - Investment Grade:
22.7% U.S. Government/Agency:
13.8% Cash:
25.5% Corporate - Non-Investment Grade:
11.6% Equity - Exchange:
26.4% | Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | $1,169,687,164 | 22.7% |
| U.S. Government/Agency | $711,087,351 | 13.8% |
| Cash | $1,313,965,757 | 25.5% |
| Corporate - Non-Investment Grade | $597,725,599 | 11.6% |
| Equity - Exchange | $1,360,341,020 | 26.4% |
| Total | $5,152,806,891 | 100.0% |