1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2CAPITAL CITY WEALTH MANAGEMENT, INC.

Map pinBISMARCK, ND
Phone(701) 250-7220
NotebookSEC #801-131838
Total AUM
$130M
Employees
6
Clients
135

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1000 TACOMA AVENUE
SUITE 200
BISMARCK
ND 58504
United States
Operating Hours
8:30AM TO 4:00PM
MONDAY - THURSDAY - 8:30-4, FRIDAY - 8:30 - NOON
Phone
(701) 250-7220
Other Offices
2

ReceiptFinancials

Total AUM
$130M
Accounts
298
Discretionary
$130M
Accounts
298
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
95
AUM
$35M
HNW Individual Clients
40
AUM
$95M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MONDNEOHTX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account