$132.7M Total AUM
$132.7M Disc. AUM
-- 3Y CAGR
3 Employees
102 ADV. Clients
28 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-23-1998
- Office Locations
- 1
Office Locations
116 Central Park South, Ste.6 NEW York NY
About Capital Estate Advisors, Inc.
Capital Estate Advisors, Inc. is a New York-based RIA providing research-driven asset management and retirement-focused wealth preservation, complemented by financial, estate, and tax planning. Portfolios are built largely with ETFs alongside high-quality bonds and cash, with accounts typically custodied at Charles Schwab.
Team overview
-- AVG AGE
$132.7M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
14.3 yrs AVG TENURE
3 Employees
1 Advisory Reps
0 RIA Reps
28yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
PAUL SOLOMON REBACK
Investment Advisor, President
- CRD
- #1054239
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $132,657,030 | -- |
| Non-Discretionary | $0 | -- |
| Total | $132,657,030 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available Cash:
Available U.S. Government/Agency:
Available Corporate - Non-Investment Grade:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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