Capstone Wealth Management, Inc.
Capstone Wealth Management, Inc. (CRD# 172040) is a financial advisory firm headquartered in Santa Ana, CA. They manage $27,723,344 in 160 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Capstone Wealth Management, Inc.
By the Numbers
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Total Assets Under Management28MILLION
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Total Number of Accounts160ACCOUNTS
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Average Account Value$173,271
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Capstone Wealth Management, Inc.
1
Anne Tahim (CRD# 4809451) is an Investment Advisor Representative working at Capstone Wealth Management, Inc. in Santa Ana, CA and has over 18 years of experience in the finance industry.
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