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Building 2CAPSTONE CAPITAL WEALTH ADVISORS

Map pinHENDERSON, NV
Phone702-433-7588
NotebookSEC #801-108040
Total AUM
$408.4M
Employees
4
Clients
200

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2600 PASEO VERDE PARKWAY
STE. 150
HENDERSON
NV 89074-7167
United States
Operating Hours
8AM - 5PM (MON-THURS) 8AM-2PM (FRIDAY)
Monday - Friday
Phone
702-433-7588

ReceiptFinancials

Total AUM
$408.4M
Accounts
551
Discretionary
$408.4M
Accounts
551
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
106
AUM
$49.1M
HNW Individual Clients
92
AUM
$308.5M
Banking Clients
1
AUM
$48.7M
Charitable Organization Clients
1
AUM
$2.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANENVTXUT

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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