Human Capital Wealth Management
Human Capital Wealth Management (CRD# 319649) is a financial advisory firm headquartered in , . They manage $4,300,000 in 100 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Human Capital Wealth Management
By the Numbers
-
Total Assets Under Management4MILLION
-
Total Number of Accounts100ACCOUNTS
-
Average Account Value$43,000
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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IN
Financial Advisors at Human Capital Wealth Management
1
Scott Dunlap (CRD# 6296879) is an Investment Advisor Representative working at Human Capital Wealth Management in Fishers, IN and has over 9 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.