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Building 2CAPITAL WEALTH INVESTMENTS

Map pinSCRANTON, PA
Phone570-543-5255
NotebookSEC #801-120008
Total AUM
$423M
Employees
3
Clients
469

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
132 ADAMS AVENUE
SCRANTON
PA 18503
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
570-543-5255
Other Offices
2

ReceiptFinancials

Total AUM
$423M
Accounts
1,374
Discretionary
$423M
Accounts
1,374
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
359
AUM
$102.9M
HNW Individual Clients
110
AUM
$320M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
SELECTION OF SUB ADVISORS
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMDNCNHNJNYOHPASCTXVA

HandshakeAffiliates

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

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