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
https://facebook.com/humancapitalllc
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    100
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

IN

Financial Advisors at Human Capital Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Scott Dunlap, financial advisor Fishers IN
Scott M. Dunlap
CRD#: 6296879
Fishers, IN

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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