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CAPITAL WEALTH INVESTMENTS
ZULLO INVESTMENT GROUP, INC.
CRD 311698 · SEC 801-120008
132 ADAMS AVENUE, SCRANTON, PA, 18503, United States
Phone
570-543-5255
Fax
570-227-2821
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$423.0M
Discretionary AUM
$423.0M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-02-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSELECTION OF SUB ADVISORS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 359 | $102.9M |
| High net worth individuals | 110 | $320.0M |
States served
MD, NJ, NY, NC, OH, PA, SC, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD