Capital View Wealth Management, LLC
Capital View Wealth Management, LLC (CRD# 126653) is a financial advisory firm headquartered in Des Moines, IA. They manage $145,025,000 in 69 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management145MILLION
Total Number of Accounts69ACCOUNTS
Average Account Value$2,101,812
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
Samuel O'brien (CRD# 853866) is an Investment Advisor Representative working at Capital View Wealth Management, LLC in Des Moines, IA and has over 27 years of experience in the finance industry.