Capstone Investment Group
Capstone Investment Group (CRD# 159918) is a financial advisory firm headquartered in Olympia, WA. They manage $139,055,396 in 1,156 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management139MILLION
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Total Number of Accounts1,156ACCOUNTS
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Average Account Value$120,290
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, OR, TX, WA
Sandra Drennon (CRD# 2124900) is an Investment Advisor Representative working at Capstone Investment Group in Olympia, WA and has over 32 years of experience in the finance industry.
Bryan Pettit (CRD# 5696287) is an Investment Advisor Representative working at Capstone Investment Group in Olympia, WA and has over 14 years of experience in the finance industry.
Jeffrey Wachtman (CRD# 1599824) is an Investment Advisor Representative working at Capstone Investment Group in Olympia, WA and has over 33 years of experience in the finance industry.