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Capital Wealth Alliance, LLC
SEC-regulated
Registered investment advisor
Capital Wealth Alliance is a registered investment adviser based in Scottsdale, Arizona, providing investment advisory services since October 2018. The firm is primarily owned by Robert Wong and Brent Carman. They offer discretionary portfolio management services, allowing clients to grant them authority to manage their accounts. Clients may impose restrictions or guidelines on their portfolios. The firm may use sub-advisers or model portfolios to manage accounts. Additionally, they offer financial planning services, developing written plans based on clients' financial circumstances and objectives. Capital Wealth Alliance advises on various types of investments, including equities, mutual funds, government securities, options contracts, real estate, and insurance products. The firm may recommend IRA rollovers, with a focus on managing assets in client IR
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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