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Building 2WEALTHVIEW CAPITAL, LLC

Map pinJACKSON, MS
Phone601-981-4040
NotebookSEC #801-79342
Total AUM
$319.5M
Employees
9
Clients
193

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4500 I-55 NORTH, SUITE 263
JACKSON
MS 39211
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
601-981-4040
Other Offices
1

ReceiptFinancials

Total AUM
$319.5M
Accounts
545
Discretionary
$316.9M
Accounts
544
Non-Discretionary
$2.5M
Accounts
1

ContactClients

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Individual Clients
113
AUM
$38M
HNW Individual Clients
78
AUM
$281M
Pension/Profit Sharing Plan Clients
2
AUM
$505.6K

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCOLAMSOHTNTX

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

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