Capital Wealth Alliance is an investment advisor in Scottsdale with $266.35 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
831521174
SEC advisor number
801-113992
FINRA CRD number
298257
AUM ?
$235.54 mm
(as of 22 Mar 24)
Accounts
1,348
(as of 22 Mar 24)
Employees
9
(4 investment advisory or research)
Address
Capital Wealth Alliance
17015 NORTH SCOTTSDALE ROAD
SUITE 250
SCOTTSDALE
AZ 85255
17015 NORTH SCOTTSDALE ROAD
SUITE 250
SCOTTSDALE
AZ 85255
Phone
480-948-7590
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
24 Jan 24
13F-HR
Quarterly holdings report by institutional manager
3 Nov 23
13F-HR
Quarterly holdings report by institutional manager
21 Jul 23
13F-HR
Quarterly holdings report by institutional manager
4 May 23
13F-HR
Quarterly holdings report by institutional manager
1 Feb 23
13F-HR
Quarterly holdings report by institutional manager
8 Nov 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
23 Sep 22
13F-HR
Quarterly holdings report by institutional manager
2 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
27 Jan 22