DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Home > Financial Advisors > rhode island > west warwick
CAPITAL WEALTH MANAGEMENT, LLC
Tel: (401) 885-1060
1300 Division Road Suite 203
West Warwick, Rhode Island 02893
CAPITAL WEALTH MANAGEMENT, LLC
CAPITAL WEALTH MANAGEMENT, LLC is a West Warwick, Rhode Island based financial advisory firm with nearly $858,037,632 in assets under management and provides investment advisory services for 601 clients. There are currently 17 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
157959
SEC#:
801-76539
No. of Clients:
601
Assets under Management
$858,037,632
No. of Advisors:
17
More Financial Advisory Firms in West Warwick, Rhode Island
| Financial Advisory Firm | Firm CRD# | No. of Advisors |
|---|---|---|
| FIAM LLC | 133196 | 168 |
| PROVIDENCE EQUITY PARTNERS L.L.C. | 155678 | 143 |
| CITIZENS SECURITIES, INC. | 39550 | 418 |
| NAUTIC PARTNERS, LLC | 159822 | 70 |
| PARSONS CAPITAL MANAGEMENT INC | 106295 | 21 |
| UNISON | 155470 | 1 |
More Firms in West Warwick, Rhode Island >>