Advisors Capital Investments Inc is an adviser based in Woodstock. It manages $19.23 million of regulatory assets for 229 client accounts. It has been registered with the SEC as an adviser since 2001.
Advisors Capital Investments provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Advisors Capital Investments Inc is $19.23 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -79% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Advisors Capital Investments Inc for their services and products based on a percentage of assets under management, hourly charges, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Robert Keith Mann has been acting as President since 1 Mar 1983. William Frederick Bruso joined the executive team most recently as the Director.
The principal office where Advisors Capital Investments Inc performs its advisory services is located at 17 Tripp Road, Woodstock, CT 06281 3514, which is also the mailing address of the firm. An additional office of the firm is in Norwell, MA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (860) 963-0722 or by fax (860) 928-1831. The normal business hours are 10am - 5pm on Monday - Friday. You can find more information about the New York firm at marketshield.org.