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CAPOBIANCO & ASSOCIATES, LLC DBA CAPOBIANCO FINANCIAL ADVISORS

EIN 06-1580092-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$3.4M assets
Welfare
0
Participants
5
6 EXECUTIVE PARK DRIVE , SUITE A - CLIFTON PARK, NY 120655601518-348-1200
Plans on this EIN
1 filing
#001401k-$3.4M - 5 part

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Retirement#001

CAPOBIANCO FINANCIAL ADVISORS 401(K) PROFIT SHARING PLAN

401k

Assets$3.4M
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CAPOBIANCO FINANCIAL ADVISORS 401(K) PROFIT SHARING PLAN401k$3.4M52025
Retirement plans
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