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Building 2CAPITOL PRIVATE WEALTH GROUP LLC

Map pinVIENNA, VA
Phone(703) 226-0008
NotebookSEC #801-111009
Total AUM
$562.1M
Employees
8
Clients
572

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8150 LEESBURG PIKE
SUITE 630
VIENNA
VA 22182
United States
Operating Hours
OFFICE VISITS BY APPOINTMENT ONLY
OFFICE VISITS BY APPOINTMENT ONLY
Phone
(703) 226-0008
Other Offices
1

ReceiptFinancials

Total AUM
$562.1M
Accounts
2,157
Discretionary
$562.1M
Accounts
2,157
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
397
AUM
$132.4M
HNW Individual Clients
173
AUM
$429.7M
Charitable Organization Clients
2
AUM
$31K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCADCFLGAMAMDMNNCNHNYOHPASCTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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