CAPITOL PRIVATE WEALTH GROUP LLC

8150 Leesburg Pike
Suite 630
Vienna, Virginia 22182
Tel: (703) 226-0008

About CAPITOL PRIVATE WEALTH GROUP LLC

CAPITOL PRIVATE WEALTH GROUP LLC, formally registered with the SEC as CAPITOL PRIVATE WEALTH GROUP LLC. The firm was established in 08/17/2017. They have over 1 offices throughout the country.

CAPITOL PRIVATE WEALTH GROUP LLC is a Vienna, Virginia based Financial Planning firm with nearly $450,705,752 assets under management, offering retirement planning & investment advisory services to 1696 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	283257
SEC#	801-111009
Assets Managed by Firm	$450,705,752
No. of Clients	1696
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	1696	$450,705,752
Individuals (other than high net worth individuals)	365	$118,021,945
High net worth individuals	147	$332,683,807

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