Capstone Asset Management

Capstone Asset Management (CRD# 155846) is a financial advisory firm headquartered in Bethlehem, PA. They manage $306,811,485 in 3 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    307
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $102,270,495
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NH, PA

Financial Advisors at Capstone Asset Management
Showing 1 - 1 of 1 top financial advisors.
1
John A. Schick
CRD#: 2720454
817 West Broad Street, Bethlehem, PA 18018
93
Wealthminder
score

John Schick (CRD# 2720454) is an Investment Advisor Representative working at Capstone Asset Management in Bethlehem, PA and has over 20 years of experience in the finance industry.

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