Captar Private Wealth
Captar Private Wealth (CRD# 325537) is a financial advisory firm headquartered in Saint Louis Park, MN. They manage $107,000,000 in 315 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Captar Private Wealth
By the Numbers
-
Total Assets Under Management107MILLION
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Total Number of Accounts315ACCOUNTS
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Average Account Value$339,683
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
LA, MN
Financial Advisors at Captar Private Wealth
No Advisor Found.
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