Overview
Assets Under Management: $451 million
Headquarters: VIENNA, VA
High-Net-Worth Clients: 147
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 147
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.81
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,696
Discretionary Accounts: 1,696
Regulatory Filings
CRD Number: 283257
Last Filing Date: 2025-02-11 00:00:00
Website: https://capitolpwg.com