CAPITOL PRIVATE WEALTH GROUP LLC

8133 Leesburg Pike
Suite 780
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 $256,017,877 assets under management, offering retirement planning & investment advisory services to 459 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	283257
SEC#	801-111009
Assets Managed by Firm	$256,017,877
No. of Clients	459
No. of Advisors	7

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Pension Consulting Services

Firm Client Information

	No. of Clients	AUM
Firm Total	459	$256,017,877
Individuals (other than high net worth individuals)	367	$92,728,953
High net worth individuals	92	$163,288,924

Inquire with CAPITOL PRIVATE WEALTH GROUP LLC

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