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John Mckay Mueller

CAPITALWORKS, LLC·BEACHWOOD, Ohio
Unclaimed Profile
3000 AUBURN DRIVE, BEACHWOOD, OH 44122-4340CRD# 6045554Firm CRD# 160408
01

About

John Mckay Mueller is a registered financial advisor based in BEACHWOOD, Ohio, affiliated with CAPITALWORKS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CAPITALWORKS, LLC
CW INDUSTRIAL PARTNERS, LLC
AUM
$212M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at CAPITALWORKS, LLC →
Services
Pension consulting
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: SEE SCHEDULE D - MISCELLANEOUS
Regulatory
SEC/IARD CRD# 6045554
Firm CRD# 160408
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Mckay Mueller offer?
John Mckay Mueller specializes in Retirement Planning. Contact their office in BEACHWOOD, Ohio for a consultation.
What are John Mckay Mueller's credentials?
John Mckay Mueller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Mckay Mueller located?
John Mckay Mueller is based in BEACHWOOD, Ohio, working with CAPITALWORKS, LLC. Their office serves clients in the BEACHWOOD metropolitan area and surrounding communities.
How does John Mckay Mueller charge for services?
John Mckay Mueller's firm is compensated through percentage of aum, performance-based fees, other: see schedule d - miscellaneous. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPITALWORKS, LLC?
CAPITALWORKS, LLC has approximately 10 employees and manages $212M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)DUBLIN (93)AKRON (70)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideDUBLIN GuideAKRON Guide
Research
Advisor Fees in OhioNational Fee Analysis
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