Capital Financial Boise, Inc.

Overview

Capital Financial Boise, Inc. operates as a corporation focused on providing portfolio management services primarily for individuals and small businesses. The firm caters to a client base that includes both individual investors and families. While it does not actively engage in environmental, social, and governance (ESG) investing, it offers a range of financial services, including insurance brokerage. The firm employs a fee structure based on a percentage of assets under management (AUM) and hourly charges, reflecting its commitment to personalized financial advice.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices