Capital Wealth Planning Services

Capital Wealth Planning Services (CRD# 282475) is a financial advisory firm headquartered in Brunswick, ME. They manage $40,573,436 in 62 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    41
    MILLION
  • Total Number of Accounts
    62
    ACCOUNTS
  • Average Account Value
    $654,410
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

ME

Financial Advisors at Capital Wealth Planning Services
Showing 1 - 2 of 2 top financial advisors.
1
William R. Rice
CRD#: 1732907
938 Forest Avenue, Portland, ME 04103

William Rice (CRD# 1732907) is an Investment Advisor Representative working at Capital Wealth Planning Services in Portland, ME and has over 31 years of experience in the finance industry.

2
Paul M. Suyama
CRD#: 1580962
938 Forest Avenue, Portland, ME 04103

Paul Suyama (CRD# 1580962) is an Investment Advisor Representative working at Capital Wealth Planning Services in Portland, ME and has over 33 years of experience in the finance industry.

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