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CAPITAL A WEALTH MANAGEMENT

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

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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

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

Firm CRD#:

328863

SEC#:

801-129086

No. of Clients:

2092

Assets under Management

$412,329,590

No. of Advisors:

19

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