Mpwm Advisory Solutions LLC

Mpwm Advisory Solutions LLC (CRD# 169885) is a financial advisory firm headquartered in Alpharetta, GA. They manage $315,719,294 in 779 accounts and serve the financial needs of clients across 13 states (or territories).

Current Firm Details
8000 Avalon Blvd, Suite 100, Alpharetta, GA 30009
https://www.facebook.com/capstonefinancialadvisors/
By the Numbers
  • Total Assets Under Management
    316
    MILLION
  • Total Number of Accounts
    779
    ACCOUNTS
  • Average Account Value
    $405,288
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, CA, FL, GA, LA, NC, NH, NJ, NY, SC, TN, TX, WA

Financial Advisors at Mpwm Advisory Solutions LLC
Showing 1 - 10 of 12 top financial advisors.
1
John Buff, financial advisor Albany NY
John C. Buff
CRD#: 4932562
300 Great Oaks Blvd, Ste 300, Albany, NY 12203

John Buff (CRD# 4932562) is an Investment Advisor Representative working at Mpwm Advisory Solutions LLC in Albany, NY and has over 18 years of experience in the finance industry.

2
Steven Dougherty, financial advisor Alpharetta GA
Steven L. Dougherty
CRD#: 7034396
8000 Avalon Blvd, Suite 100, Alpharetta, GA 30009

Steven Dougherty (CRD# 7034396) is an Investment Advisor Representative working at Mpwm Advisory Solutions LLC in Alpharetta, GA and has over 5 years of experience in the finance industry.

3
Mathew Goldberg, financial advisor Alpharetta GA
Mathew T. Goldberg
CRD#: 4416675
8000 Avalon Blvd, Suite 100, Alpharetta, GA 30009

Mathew Goldberg (CRD# 4416675) is an Investment Advisor Representative working at Mpwm Advisory Solutions LLC in Alpharetta, GA and has over 22 years of experience in the finance industry.

4
Adam Knaust, financial advisor Albany NY
Adam C. Knaust
CRD#: 5430453
300 Great Oaks Blvd, Ste 300, Albany, NY 12203

Adam Knaust (CRD# 5430453) is an Investment Advisor Representative working at Mpwm Advisory Solutions LLC in Albany, NY and has over 15 years of experience in the finance industry.

5
Steven Mayer, financial advisor Alpharetta GA
Steven J. Mayer
CRD#: 4138239
8000 Avalon Blvd, Suite 100, Alpharetta, GA 30009

Steven Mayer (CRD# 4138239) is an Investment Advisor Representative working at Mpwm Advisory Solutions LLC in Alpharetta, GA and has over 24 years of experience in the finance industry.

6
Brian Mullins, financial advisor Alpharetta GA
Brian A. Mullins
CRD#: 2729906
8000 Avalon Blvd, Suite 100, Alpharetta, GA 30009

Brian Mullins (CRD# 2729906) is an Investment Advisor Representative working at Mpwm Advisory Solutions LLC in Alpharetta, GA and has over 27 years of experience in the finance industry.

7
Lee Stennes, financial advisor Alpharetta GA
Lee Stennes
CRD#: 5661396
8000 Avalon Blvd, Suite 100, Alpharetta, GA 30009

Lee Stennes (CRD# 5661396) is an Investment Advisor Representative working at Mpwm Advisory Solutions LLC in Alpharetta, GA and has over 14 years of experience in the finance industry.

8
Tiffany Keefe, financial advisor Alpharetta GA
Tiffany A. Keefe
CRD#: 7205846
8000 Avalon Blvd, Suite 100, Alpharetta, GA 30009

Tiffany Keefe (CRD# 7205846) is an Investment Advisor Representative working at Mpwm Advisory Solutions LLC in Alpharetta, GA and has 1 year of experience in the finance industry.

9
Nicholas Kopff, financial advisor Albany NY
Nicholas R. Kopff
CRD#: 7260035
300 Great Oaks Blvd, Ste 300, Albany, NY 12203

Nicholas Kopff (CRD# 7260035) is an Investment Advisor Representative working at Mpwm Advisory Solutions LLC in Albany, NY and has over 3 years of experience in the finance industry.

10
Ginette Mayer, financial advisor Alpharetta GA
Ginette Mayer
CRD#: 6619287
8000 Avalon Blvd, Suite 100, Alpharetta, GA 30009

Ginette Mayer (CRD# 6619287) is an Investment Advisor Representative working at Mpwm Advisory Solutions LLC in Alpharetta, GA and has over 2 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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