About Joanna M. Irons of CAPITAL WEALTH

Joanna M. Irons is Member at Capital Wealth Planning Llc and has been affiliated with Capital Wealth Planning Llc since April-2005.

Capital Wealth Planning Llc is an investment advisor that manages 379.3 MM dollars in regulatory AUM and has 9 employees, of which 6 perform investment advisory functions. The managers's latest filing has disclosed 128MM in positions, which represents 34% of the manager's regulatory AUM.

For more on Capital Wealth Planning Llc including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile

CAPITAL WEALTH StockAlpha

-0.2%
Top 25%
StockAlpha 3 yr performance attributed to stock picking: -0.2%/yr

Co-workers of Joanna M. Irons at CAPITAL WEALTH

Name Title In Position Since
Kevin G. Simpson President, Member April-2005
Jeffrey A. Carney Chief Compliance Officer August-2010

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding
Symmetric Rankings
Have Been Featured In

Joanna M. Irons Office Address

1016 COLLIER CENTER WAY
SUITE 101
NAPLES, Florida
UNITED STATES, 34110

Joanna M. Irons Contact Information

Phone Number: 239-593-2100
Fax Number: 239-593-2110
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here