Capstone Wealth Management, Inc.
Capstone Wealth Management, Inc. (CRD# 172040) is a financial advisory firm headquartered in Anaheim, CA. They manage $10,000,000 in 90 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management10MILLION
Total Number of Accounts90ACCOUNTS
Average Account Value$111,111
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Anne Tahim (CRD# 4809451) is an Investment Advisor Representative working at Capstone Wealth Management, Inc. in Anaheim, CA and has over 12 years of experience in the finance industry.