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).

By the Numbers
  • Total Assets Under Management
    358
    MILLION
  • Total Number of Accounts
    1,462
    ACCOUNTS
  • Average Account Value
    $244,738
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, DC, FL, GA, MD, MN, NC, NH, NY, OH, PA, SC, TX, VA

Financial Advisors at Capitol Private Wealth Group LLC
Showing 1 - 5 of 5 top financial advisors.
1
Lisa M. Barbieri
CRD#: 3273981
8133 Leesburg Pike, Suite 780, Vienna, VA 22182

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.

2
Alison L. Cain
CRD#: 4507708
8133 Leesburg Pike, Suite 780, Vienna, VA 22182

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.

3
Giancarlo Dalimonte
CRD#: 4239189
8133 Leesburg Pike, Suite 780, Vienna, VA 22182

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.

4
Bobby L. Glass
CRD#: 222733
8133 Leesburg Pike, Suite 780, Vienna, VA 22182

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.

5
Anders O. Lundegard
CRD#: 4751714
8133 Leesburg Pike, Suite 780, Vienna, VA 22182

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.

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