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Building 2CAPITAL WEALTH PLANNING, LLC

Map pinNAPLES, FL
Phone239-593-2100
NotebookSEC #801-70333
Total AUM
$17.2B
Employees
30
Clients
12,580

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

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HotelBusiness

Principal Address
9015 STRADA STELL CT
SUITE 203
NAPLES
FL 34109
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
239-593-2100
Other Offices
1

ReceiptFinancials

Total AUM
$17.2B
Accounts
14,502
Discretionary
$17.2B
Accounts
14,502
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
11,151
AUM
$7B
HNW Individual Clients
1,066
AUM
$2.6B
Investment Company Clients
3
AUM
$7B
Charitable Organization Clients
89
AUM
$221.2M
Corporation or Business Clients
271
AUM
$408.9M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
PROVIDING SUB-ADVISORY SERVICES TO OTHER REGISTERED INVESTMENT ADVISERS
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLNHPARITX

HandshakeAffiliates

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

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