Overview
Assets Under Management: $220 million
Headquarters: SCOTTSDALE, AZ
High-Net-Worth Clients: 41
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 41
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.47
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 881
Discretionary Accounts: 881
Regulatory Filings
CRD Number: 298257
Last Filing Date: 2025-03-05 00:00:00
Website: https://capitalwealthalliance.com