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The Capital Group

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Business Type	:	Financial Planning Consultants, Insurance
Address	:	6903 Rockledge Dr Ste 950, Bethesda, MD 20817
Coordinate	:	39.02802,-77.13912
Phone	:	(301) 214-7666
Year	:	2021

Opening Hours :
Mon - Fri : 9:00 am - 5:00 pm
Sat - Sun : Closed
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General Info:

Founded in 1983 as an SEC Registered Investment Advisor, CapGroup has consistently sought to be a visionary in our industry as it relates to delivering the best investment advisory experience for our clients. Some key examples include:1992 - CapGroup becomes a charter member of Callan's Independent Adviser Group, a leading provider of institutional investment consulting, research, due diligence and education.2006 - CapGroup becomes a founding member of Focus Financial Partners, a leading organization of independent investment advisors.2008 - CapGroup introduces the use of a non-traditional investment module focusing on enhancing invesment transparency and liquidity.2010 - CapGroup becomes one of the first Registered Investment Advisors in the country to attain the Centre for Fiduciary Excellence (CEFEX) certification.

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