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CAPITAL DESIGN PRIVATE WEALTH LLC
CAPITAL DESIGN PRIVATE WEALTH LLC
PORTSMOUTH, New Hampshire
·
3 registered advisors
·
CRD# 300472
SEC# 801-127160
0
603-610-8290
01
Firm Overview
AUM
$132M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at CAPITAL DESIGN PRIVATE WEALTH LLC
3 registered advisors
Andre Norman Laplante
PORTSMOUTH, New Hampshire
CRD# 5781133
Hilton J Kelly
PORTSMOUTH, New Hampshire
CRD# 4303042
Nicholas Robert Drew
PORTSMOUTH, New Hampshire
CRD# 5672296
05
Office Locations
PORTSMOUTH, New Hampshire
3 advisors
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Data sourced from SEC Form ADV filings. CAPITAL DESIGN PRIVATE WEALTH LLC (CRD# 300472) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.