Mws Capital Consultants LLC

Mws Capital Consultants LLC (CRD# 125061) is a financial advisory firm headquartered in , . They manage $125,612,329 in 404 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.linkedin.com/in/matthewshapiromwscapital
By the Numbers
  • Total Assets Under Management
    126
    MILLION
  • Total Number of Accounts
    404
    ACCOUNTS
  • Average Account Value
    $310,922
Compensation Options
  • A percentage of assets under your management
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Mws Capital Consultants LLC
Showing 1 - 3 of 3 top financial advisors.
1
Donald Kinnaman, financial advisor Palatine IL
Donald T. Kinnaman
CRD#: 2710771
676 N Court, Suite 450, Palatine, IL 60067

Donald Kinnaman (CRD# 2710771) is an Investment Advisor Representative working at Mws Capital Consultants LLC in Palatine, IL and has over 28 years of experience in the finance industry.

2
Matthew Shapiro, financial advisor Glenview IL
Matthew W. Shapiro
CRD#: 4639818
Glenview, IL

Matthew Shapiro (CRD# 4639818) is an Investment Advisor Representative working at Mws Capital Consultants LLC in Glenview, IL and has over 21 years of experience in the finance industry.

3
William Alt, financial advisor Glenview IL
William J. Alt
CRD#: 7248877
Glenview, IL

William Alt (CRD# 7248877) is an Investment Advisor Representative working at Mws Capital Consultants LLC in Glenview, IL and has over 3 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals