Capstone Wealth Management, LLC
Capstone Wealth Management, LLC (CRD# 144696) is a financial advisory firm headquartered in New York, NY. They manage $145,449,102 in 219 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
Capstone Wealth Management, LLC
By the Numbers
-
Total Assets Under Management145MILLION
-
Total Number of Accounts219ACCOUNTS
-
Average Account Value$664,151
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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.
CT, NJ, NY, TX
Financial Advisors at Capstone Wealth Management, LLC
No Advisor Found.
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