Overview
Assets Under Management: $399 million
Headquarters: SCRANTON, PA
High-Net-Worth Clients: 2
Average Client Assets: $101 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.70
Average High-Net-Worth Client Assets: $101 million
Total Client Accounts: 1,318
Discretionary Accounts: 1,313
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 311698
Filing ID: 1990027
Last Filing Date: 2025-05-15 15:34:00
Website: https://capitalwealthinvestments.com