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Building 2CAPITAL VIEW WEALTH MANAGEMENT, LLC

Map pin
Phone515-238-3737
NotebookSEC #801-62003
Total AUM
$128.8M
Employees
1
Clients
27

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
515-238-3737

ReceiptFinancials

Total AUM
$128.8M
Accounts
27
Discretionary
$128.8M
Accounts
27
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
27
AUM
$128.8M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementOther Services
Other Services
CONSULTING SERVICES
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IA

HandshakeAffiliates

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

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