Capital Wealth Management LLC
Nombre legal: CAPITAL WEALTH MANAGEMENT, LLC
Detalles de contacto completos
Capital Wealth Management LLC
1300 DIVISION ROAD, SUITE 203, WEST WARWICK, RI
401-885-1060
401-885-7030
Otra información
Capital Wealth Management LLC, una compañía de responsabilidad limitada con sede en Delaware, cuenta con un equipo de 19 profesionales dedicados, nueve de los cuales tienen roles de asesoramiento. Aunque no se conoce el número de clientes atendidos, la compañía sigue siendo aprobada por la SEC desde su registro el 11 de mayo de 2012, sin ningún registro de incumplimientos.
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Homepage - Integrated WealthCare
We inform, educate, and advise physicians through each stage of their medical career on wealth management: Insurance, Financial Organization, and Investments.
Propietarios directos
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BRIAN ANDREW GLATZ
DIRECTOR OF RESEARCH posee menos de 5%
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CAPITAL WEALTH HOLDINGS, LLC
MANAGING MEMBER posee 75% o más
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LAWRENCE FRANCIS DOOLEY
CHIEF INVESTMENT OFFICER posee menos de 5%
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LEE ALAN DUCKWORTH
PRESIDENT, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER posee menos de 5%
Propietarios indirectos
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CAPITAL WEALTH MANAGEMENT, INC.
MEMBER posee 75% o más
Empresas ubicadas cerca
Top Holdings
- VANGUARD INDEX FDS GROWTH ETF $16,049k
- VANGUARD INDEX FDS VALUE ETF $15,728k
- VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD $7,498k
- SPDR S&P 500 ETF TR TR UNIT $7,071k
- INVESCO ACTIVELY MANAGD ETF $6,089k
- ISHARES TR CORE S&P MCP ETF $5,653k
- Vanguard Materials ETF $5,229k
- SPDR SERIES TRUST $4,714k
- SPDR Portfolio Emerging Market $4,287k
- ISHARES TR CORE S&P SCP ETF $3,559k