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 9BN in positions, which represents 2277% 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 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 9BN in positions, which represents 2277% 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
Top 25% |
StockAlpha
3 yr performance attributed to stock picking: -0.8%/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
Joanna M. Irons Office Address
1016 COLLIER CENTER WAY
SUITE 101
NAPLES, Florida
UNITED STATES, 34110
SUITE 101
NAPLES, Florida
UNITED STATES, 34110
Joanna M. Irons Contact Information
Phone Number: 239-593-2100
Fax Number: 239-593-2110
Website: http://www.capitalwealthplanning.com
Fax Number: 239-593-2110
Website: http://www.capitalwealthplanning.com
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