CS Wealth Management Group

Finance · Virginia, United States · 11-50 Employees

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Overview

Headquarters

12100 Sunset Hills Rd Ste 100, Reston, V...

Phone Number

(703) 821-2010

Revenue

$5.3 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
Mar
Apr
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ZI Rank
1
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1

About CS Wealth Management Group

Capitol Securities Management, Inc. is a full-service retail brokerage firm that has been providing comprehensive wealth management services since 1981. The CS Wealth Management Group offers expert assistance in advisory services, financial and retirement planning, insurance and annuities, and IRA rollovers. Their team of trusted advisors helps individual investors and businesses navigate various markets to achieve their financial goals. The company prioritizes building long-lasting relationships with clients through education and personalized strategies.Explore more
Popular SearchesCS Wealth Management Group IncSIC Code 62,628NAICS Code 52,523Show more

CS Wealth Management Group Org Chart

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WS
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Managing Director

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Client Service Manager

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Compare insights from companies similar to CS Wealth Management Group, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

CS Wealth Management Grou...

$5.3M
11-50
Private
-
-
WS
William StadeManaging Director
<$5M
1-10
Private
-
2010
JH
Jason HeinzelmannGroup Founding of Provident Wealth Management Partner
<$5M
1-10
Private
-
2013
CL
Clarence LoManager, Operations
<$5M
1-10
Private
-
-
WF
W. FrancisVice President, Investments
<$5M
1-10
Private
<$5M
2014
EC
Evan ConleyFinancial Advisor & Pension Specialist
<$5M
1-10
Private
-
2004
LC
Lori CuneoBusiness Relationship Manager
<$5M
1-10
Private
-
2004
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

CS Wealth Management Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

CS Wealth Management Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about CS Wealth Management Group.

CS Wealth Management Group Tech Stack

A closer look at the technologies used by CS Wealth Management Group

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Frequently Asked Questions Regarding CS Wealth Management Group

What is CS Wealth Management Group's official website?
CS Wealth Management Group's official website is www.cswealthmgt.com
What is CS Wealth Management Group's Revenue?
CS Wealth Management Group's revenue is $5.3 Million
What is CS Wealth Management Group's SIC code?
CS Wealth Management Group's SIC: 62,628
What is CS Wealth Management Group's NAICS code?
CS Wealth Management Group's NAICS: 52,523
How many employees does CS Wealth Management Group have?
CS Wealth Management Group has 11-50 employees
What industry does CS Wealth Management Group belong to?
CS Wealth Management Group is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is CS Wealth Management Group competition?
CS Wealth Management Group top competitors include: Provident Wealth Management Group, Excelsus Capital Management, KASE Wealth Advisors, Stone 8 Wealth Management
What technology does CS Wealth Management Group use?
Some of the popular technologies that CS Wealth Management Group uses are: Cloudflare Website Optimization, Datadog, Google Tag Manager, GoDaddy DNS
How do I contact CS Wealth Management Group?
CS Wealth Management Group contact info: Phone number: (703) 821-2010 Website: www.cswealthmgt.com
What does CS Wealth Management Group do?

Capitol Securities Management, Inc. is a full-service retail brokerage firm that has been providing comprehensive wealth management services since 1981. The CS Wealth Management Group offers expert assistance in advisory services, financial and retirement planning, insurance and annuities, and IRA rollovers. Their team of trusted advisors helps ind... ividual investors and businesses navigate various markets to achieve their financial goals. The company prioritizes building long-lasting relationships with clients through education and personalized strategies.Read More

Is CS Wealth Management Group a public company?
CS Wealth Management Group is private company therefore does not currently have an official ticker symbol
See more information about CS Wealth Management Group

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