William
Alt

Mws Capital Consultants LLC

CRD#7248877
Investment Advisor
in Glenview, IL

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About this Advisor

William Alt is a financial advisor based in Glenview, Illinois, working with Mws Capital Consultants LLC. William has previously held positions at Uw-Madison, Camp Randall Rowing Club, Mws Capital Consultants LLC, and Public Schools. William has passed the Series 65 regulatory exam and is registered to provide services in Illinois and Texas. Currently, William is part of Mws Capital Consultants LLC, which operates out of Glenview, Illinois. The firm has 1 office and 3 employees. The firm manages assets totaling $125.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Mws Capital Consultants LLC includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

Glenview, IL

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Mws Capital Consultants LLC Brokerage Details

Total Assets Under Management

$125,612,329

Total Number of Employees

3

Total Number of Accounts

404

Average Account Size

$310,922

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

William Alt Work History

2020 - Present (5 years)

Mws Capital Consultants LLC

2001 - Present (24 years)

Public Schools

2019 - 2019 (< 1 year)

Uw-Madison

2018 - 2018 (< 1 year)

Camp Randall Rowing Club

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of William Alt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mws Capital Consultants LLC

Matthew Shapiro
Glenview, IL
Donald Kinnaman
Palatine, IL
William Alt
Glenview, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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