Capital Trust Wealth Management
Capital Trust Wealth Management (CRD# 150860) is a financial advisory firm headquartered in , . They manage $76,300,000 in 79 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Capital Trust Wealth Management
By the Numbers
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Total Assets Under Management76MILLION
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Total Number of Accounts79ACCOUNTS
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Average Account Value$965,823
Compensation Options
- A percentage of assets under your management
- Performance-based fees
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, IL, IN
Financial Advisors at Capital Trust Wealth Management
1
Thomas Brough (CRD# 2403390) is an Investment Advisor Representative working at Capital Trust Wealth Management in Scottsdale, AZ and has over 30 years of experience in the finance industry.
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