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Building 2CAPSTONE WEALTH MANAGEMENT GROUP, LLC

Map pinCLARKS GREEN, PA
Phone(888) 587-7526
NotebookSEC #801-108113
Total AUM
$69.1M
Employees
4
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
285 EAST GROVE STREET
CLARKS GREEN
PA 18411
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(888) 587-7526

ReceiptFinancials

Total AUM
$69.1M
Accounts
547
Discretionary
$32.2M
Accounts
217
Non-Discretionary
$36.9M
Accounts
330

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

HandshakeAffiliates

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

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