C
$18.0M Total AUM
$18.0M Disc. AUM
-- 3Y CAGR
2 Employees
101 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท SEI
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-07-2013
- Office Locations
- 1
Office Locations
-- Woodbridge CT
About Capital Trust AND Associates LLC
Capital Trust and Associates LLC is an investment adviser in Woodbridge, CT serving retail and institutional clients with financial planning, portfolio construction, and discretionary asset management, including estate and insurance planning. Investment approach emphasizes asset allocation using mutual funds, fixed income, annuities, and real estate exposures. Client assets are custodied through Charles Schwab (and SEI).
Team overview
-- AVG AGE
$18.0M AVG AUM / ADVISOR
$178.2K AVG AUM / CLIENT
12.8 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Radial wave Peak wave
Investment Themes
Insight Momentum matrix
Investment Vehicles
Focus
Services
Frontier Focus optima North Delta Peak Harbor
Owner & Executives
L
LAURA ANN SIMON
Chief Compliance Officer, Owner, President
- CRD
- #1766631
- Ownership
- 75% or more
(631) 209-6845
element.focus@northcapital.com
in linkedin.com/in/crest-capital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,997,842 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,997,842 | -- |
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Separately Managed Accounts
Total SMA Asset: $17,997,842
Other:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $5,173,810,732 | 100.0% |
| Total | $5,173,810,732 | 100.0% |