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Building 2GRAHAM CAPITAL WEALTH MANAGEMENT, LLC

Map pinWASHINGTON, DC
Phone202-780-7726
NotebookSEC #801-115029
Total AUM
$251.2M
Employees
8
Clients
710

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1120 CONNECTICUT AVE. NW
SUITE 1021
WASHINGTON
DC 20036
United States
Operating Hours
9:00AM TO 5:00PM EST
Monday - Friday
Phone
202-780-7726
Other Offices
2

ReceiptFinancials

Total AUM
$251.2M
Accounts
1,251
Discretionary
$251.2M
Accounts
1,251
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
643
AUM
$165.3M
HNW Individual Clients
62
AUM
$84.4M
Corporation or Business Clients
5
AUM
$1.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DCFLGALANCNHTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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