Overview
Assets Under Management: $378 million
Headquarters: WASHINGTON D.C., DC
High-Net-Worth Clients: 4
Average Client Assets: $36 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 38.31
Average High-Net-Worth Client Assets: $36 million
Total Client Accounts: 1,930
Discretionary Accounts: 1,865
Non-Discretionary Accounts: 65
Regulatory Filings
CRD Number: 118269
Filing ID: 1988779
Last Filing Date: 2025-06-18 14:44:00
Website: https://capitalamg.com