Overview
Assets Under Management: $11.4 billion
Headquarters: NAPLES, FL
High-Net-Worth Clients: 4
Average Client Assets: $1.3 billion
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 44.93
Average High-Net-Worth Client Assets: $1.3 billion
Total Client Accounts: 11,690
Discretionary Accounts: 11,690
Regulatory Filings
CRD Number: 150764
Filing ID: 2012378
Last Filing Date: 2025-08-29 13:52:00
Website: https://capitalwealthplanning.com