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| Portfolios |
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| Track firms over time with portfolios. Click on the ✚ to add to a portfolio. |
| Capstone Wealth Management LLC
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| CRD # | 144696 |
| SEC # | 801-69947 |
| CIK # | |
| AUM | $145.4 MM (100% Disc, 100% US, 2016-09-08) |
| Employees | 3 (100% Investors, 33% Brokers) |
| Phone | 646-214-8700 |
| Address | 529 Fifth Avenue New York, NY 10017 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Motiv8 Investments LLC
✚
|
FL | 0.1 |
|
Lumia Wealth LLC
✚
|
KS | 0.1 |
|
Abaris Financial Group LLC
✚
|
MA | 0.1 |
|
CFM Advisors Inc
✚
|
NY | 0.1 |
|
The Palmer Knight Company
✚
|
FL | 0.1 |
|
Stephenson and Company Inc
✚
|
CA | 0.1 |
|
The Johnston Group Inc
✚
|
PA | 0.1 |
|
Gould Capital LLC
✚
|
WA | 0.1 |
|
The Aranda Group Advisors LLC
✚
|
PA | 0.1 |
|
Bersot Capital Management LLC
✚
|
CA | 0.1 |