CAPITAL WEALTH INVESTMENTS - Financial Advisor in Pennsylvania, Scranton

Tel: 570-543-5255 132 Adams Avenue Scranton, Pennsylvania 18503

About CAPITAL WEALTH INVESTMENTS

CAPITAL WEALTH INVESTMENTS is a Scranton, Pennsylvania based financial advisory firm with nearly $398,519,141 in assets under management and provides investment advisory services for 1318 clients. There are currently 3 financial advisors at the firm.

General Information

Firm CRD#:

311698

Firm SEC#:

801-120008

Assets Under Management:

$398,519,141

No. of Clients:

1318

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Other (SELECTION OF SUB ADVISORS)

Fee Structure:

A percentage of AUM, Fixed fees

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Top Financial Advisory Firms in Pennsylvania, Scranton

FirmCRD#:288394

SEC#:801-110512

No. of Advisors:7

No. of Clients:1383

AUM:$425,304,845

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

ALLIANCE WEALTH ADVISORS, LLC

288394

801-110512

1383

$425,304,845

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