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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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