About Kevin G. Simpson of CAPITAL WEALTH
Kevin G. Simpson is President, 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 Kevin G. Simpson at CAPITAL WEALTH
| Name | Title | In Position Since |
|---|
| Jeffrey A. Carney | Chief Compliance Officer | August-2010 |
| Joanna M. Irons | Member | April-2005 |
Fundamental & Technical Factor Exposure
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Kevin G. Simpson Office Address
1016 COLLIER CENTER WAY
SUITE 101
NAPLES, Florida
UNITED STATES, 34110
SUITE 101
NAPLES, Florida
UNITED STATES, 34110
Kevin G. Simpson 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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