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    Capital Portfolio Advisors,Inc.

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    Description

    • Capital Portfolio Advisors Inc. is an independent registered investment advisor and financial planning firm. We help our clients with their retirement planning, estate planning, sending kids to college, protecting loved ones from financial risks and building wealth. We utilize a tactical asset allocation style of investment management which shifts gears as the market condition may dictate.
    • location

      Headquarters:67 Rhoads Center Drive , Centerville, Ohio, United States

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    • Capital Portfolio Advisors,Inc. phone

      Phone Number: +1 937-299-9111

    • Capital Portfolio Advisors,Inc. website

      Website: https://www.capitalportadv.com

    • Capital Portfolio Advisors,Inc. employees

      Employees:4

    • Capital Portfolio Advisors,Inc. revenue

      Revenue:$1 - 10M

    • Capital Portfolio Advisors,Inc. legal name

      Legal Name:Capital Portfolio Advisors,Inc.

    • Capital Portfolio Advisors,Inc.'s Social Media

      Capital Portfolio Advisors,Inc. linkedin
    • done Is this data correct?

    • |  NAICS Code: 523930  |

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    Person level website identification

    Director for Capital Portfolio Advisors,Inc.

    Paleja Sangeeta

    Director

    Person level website visitor identification

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    View Employees

    Paleja Sangeeta

    Director

    Frequently Asked Questions regarding Capital Portfolio Advisors,Inc.

    • Where are Capital Portfolio Advisors,Inc.'s Headquarters?

      Capital Portfolio Advisors,Inc.'s Headquarters are in 67 Rhoads Center Drive ,Centerville,Ohio,United States

    • What is Capital Portfolio Advisors,Inc.'s phone number?

      Capital Portfolio Advisors,Inc.'s phone number is +1 937-299-9111

    • What is Capital Portfolio Advisors,Inc.'s official website?

      Capital Portfolio Advisors,Inc.'s official website is https://www.capitalportadv.com

    • What is Capital Portfolio Advisors,Inc.'s Revenue?

      Capital Portfolio Advisors,Inc.'s revenue is $1 - 10M

    • What is Capital Portfolio Advisors,Inc.'s NAICS code?

      Capital Portfolio Advisors,Inc.'s NAICS code is 523930

    • How many employees are working in Capital Portfolio Advisors,Inc.

      Capital Portfolio Advisors,Inc. has 4 employees

    • What is Capital Portfolio Advisors,Inc.'s Industry?

      Capital Portfolio Advisors,Inc. is in the industry of Investment Management

    • Who is Capital Portfolio Advisors,Inc.'s Director?

      Capital Portfolio Advisors,Inc.'s Director is Paleja Sangeeta

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