Capital City Wealth Management, Inc.
Capital City Wealth Management, Inc. (CRD# 172199) is a financial advisory firm headquartered in Bismarck, ND. They manage $100,000,000 in 245 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management100MILLION
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Total Number of Accounts245ACCOUNTS
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Average Account Value$408,163
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
ND, TX
Bret Mulvaney (CRD# 6625315) is an Investment Advisor Representative working at Capital City Wealth Management, Inc. in Bismarck, ND and has 1 year of experience in the finance industry. Bret Mulvaney has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.