Cai Acquisition, Inc is a large advisory firm based in Wyncote. It manages $2 billion of regulatory assets for 8,136 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Alabama, Alaska, Arkansas, and 47 other states.
Cai Acquisition provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Cai Acquisition, Inc is $2 billion. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Cai Acquisition, Inc for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Cai Acquisition, Inc is owned by Edward Forst. Harry Samuel Forst has been acting as President since 1 Feb 2012. Stephen Thomas Mayhew has served as the Chief Investment Officer since 1 Feb 2012 and Thomas Forst is the Chief Executive Officer of Cai Acquisition, Inc family office. Inc. Lincoln Investment Group Holdings joined the executive team most recently as the Owner.
The principal office where Cai Acquisition, Inc performs its advisory services is located at 218 Glenside Avenue, Wyncote, PA 19095, which is also the mailing address of the firm. An additional office of the firm is in Jenkintown, PA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 215-881-4520 or by fax 215-376-1057. The normal business hours are 9:00am-5:00pm on Monday - Friday.