Capital Financial Consultants

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

769

Total plan assets

$41.1M

Filings (rows)

Direct comp

$63K

Indirect comp

Showing only "CAPITAL FINANCIAL CONSULTANTS"

View all 4 variants aggregated →

CAPITAL FINANCIAL PARTNERS8 CAPITAL FINANCIAL PLC7 CAPITAL FINANCIAL2 CAPITAL FINANCIAL CONSULTANTS2

SERVICES PROVIDED

Broker2

Plans served

All 2 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Portfolio Services Limited, Inc. Portfolio 401(k) Plan · all filings	LAKE FOREST, CA	Broker	372	$22.7M	$31K	$0
Portfolio Services Limited, Inc. Portfolio 401(k) Plan · all filings	LAKE FOREST, CA	Broker	397	$18.4M	$32K	$0