Managing Member
Capital Wealth Management, LLC.
628 Hebron Ave, Building 2, Suite 304
Glastonbury, Connecticut 06033
Phone: 860-659-8200
Year firm started: 2001
Managing Member
Capital Wealth Management, LLC.
628 Hebron Ave, Building 2, Suite 304
Glastonbury, Connecticut 06033
Phone: 860-659-8200
Year firm started: 2001
Number of advisors in firm: 1
AUM: $120 million
Compensation method: Fee-based
Number of clients: around 260
Minimum account size: $1 million
Professional credentials: CFP, CFS
Education: B.S., business and finance; MBA, cum laude, University of Connecticut
Outside interests: karate, tennis, golf, skiing, family
NOT FOR REPRINT
© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.