Capitol Private Wealth Group LLC
Capitol Private Wealth Group LLC (CRD# 283257) is a financial advisory firm headquartered in Vienna, VA. They manage $357,807,663 in 1,462 accounts and serve the financial needs of clients across 15 states (or territories).
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Total Assets Under Management358MILLION
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Total Number of Accounts1,462ACCOUNTS
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Average Account Value$244,738
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, DC, FL, GA, MD, MN, NC, NH, NY, OH, PA, SC, TX, VA
Lisa Barbieri (CRD# 3273981) is an Investment Advisor Representative working at Capitol Private Wealth Group LLC in Vienna, VA and has over 24 years of experience in the finance industry.
Alison Cain (CRD# 4507708) is an Investment Advisor Representative working at Capitol Private Wealth Group LLC in Vienna, VA and has over 21 years of experience in the finance industry.
Giancarlo Dalimonte (CRD# 4239189) is an Investment Advisor Representative working at Capitol Private Wealth Group LLC in Vienna, VA and has over 23 years of experience in the finance industry.
Bobby Glass (CRD# 222733) is an Investment Advisor Representative working at Capitol Private Wealth Group LLC in Vienna, VA and has over 36 years of experience in the finance industry.
Anders Lundegard (CRD# 4751714) is an Investment Advisor Representative working at Capitol Private Wealth Group LLC in Vienna, VA and has over 20 years of experience in the finance industry.