CAPITAL A WEALTH MANAGEMENT - Financial Advisor in Pennsylvania, New Castle

Tel: 724-658-4211 312 N Jefferson Street New Castle, Pennsylvania 16101

About CAPITAL A WEALTH MANAGEMENT

CAPITAL A WEALTH MANAGEMENT is a New Castle, Pennsylvania based financial advisory firm with nearly $412,329,590 in assets under management and provides investment advisory services for 2092 clients. There are currently 19 financial advisors at the firm.

General Information

Firm CRD#:

328863

Firm SEC#:

801-129086

Assets Under Management:

$412,329,590

No. of Clients:

2092

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Other (CONSULTING)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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Top Financial Advisory Firms in Pennsylvania, New Castle

FirmCRD#:299531

SEC#:801-131147

No. of Advisors:1

No. of Clients:909

AUM:$104,308,000

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

KISSLING FINANCIAL SERVICES, LLC

299531

801-131147

909

$104,308,000

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