CRD: 134174
Capital Trust Advisors
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-01-2000
- Office Locations
- 4
Office Locations
About Capital Trust Advisors
Capital Trust Advisors is a fiduciary wealth management and investment advisory firm serving families and private investors across generations. The team provides financial planning and customized portfolio management, focusing on after-tax, inflation- and risk-adjusted outcomes through life transitions. Classically trained portfolio managers bring 125+ years of combined bull- and bear-market experience; client assets are custodied at Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JOHN JACKSON GOLDBERG
Chief Compliance Officer, Managing Member, Principal
- CRD
- #4340059
- Ownership
- 75% or more
KAY PATRICIA GOLDBERG
Principal
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
JAMES JEFFREY LAMBERT
--
- CRD
- #726677
SANFORD PHILIP LOWENGART III
Chief Investment Officer
- CRD
- #2170252
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $402,600,006 | $783,268 |
| Non-Discretionary | $0 | -- |
| Total | $402,600,006 | $783,268 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing