CAPTAR PRIVATE WEALTH

600 Hwy 169 S
Suite 720
St. Louis Park, Minnesota 55426
Tel: 612-347-8668

About CAPTAR PRIVATE WEALTH

CAPTAR PRIVATE WEALTH, formally registered with the SEC as CAPTAR PRIVATE WEALTH. The firm was established in 05/03/2023. They have over 1 offices throughout the country.

CAPTAR PRIVATE WEALTH is a St. Louis Park, Minnesota based Financial Planning firm with nearly $107,000,000 assets under management, offering retirement planning & investment advisory services to 315 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	325537
SEC#	801-127915
Assets Managed by Firm	$107,000,000
No. of Clients	315
No. of Advisors	2

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	315	$107,000,000
Individuals (other than high net worth individuals)	175	$75,000,000
High net worth individuals	125	$32,000,000

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