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CAPITAL VIEW WEALTH MANAGEMENT, LLC
Investment Advice
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$126.1M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 117.7M |
| Non-Discretionary | 8.3M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 126653 |
| SEC Number | 801-62003 |
| Phone | 515-238-3737 |
| Fax | 515-288-5143 |
| Total Employees | 1 |
Client Count by Type (35 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 35 |
County data not available for this organization.