Capstone Wealth Management LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Capstone Wealth Management LLC
CRD #144696
SEC #801-69947
CIK #
AUM $145.4 MM (100% Disc, 100% US)
Employees3 (100% Investors, 33% Brokers)
Phone646-214-8700
Address529 Fifth Avenue
New York, NY 10017
Links IAPDexternal Websiteexternal
Total AUM ($BB)
Comparable Firms State AUM ($BB)
James River Asset Management LLC
VA
0.1
MAI Inc
KY
0.1
Abaris Financial Group LLC
MA
0.1
Trisperity Advisors LLC
TX
0.1
Falcon Wealth Planning Inc
CA
0.1
Presque ISLE Capital Management Inc
PA
0.1
The Johnston Group Inc
PA
0.1
Masus Financial Group Ltd
IL
0.1
Portfolio Consultants Inc
OH
0.1
PKS Investment Advisors LLC
MD
0.1