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Building 2CAPSTONE WEALTH MANAGEMENT GROUP, LLC

Map pinDUNMORE, PA
Phone(888) 587-7526
NotebookSEC #801-118547
Total AUM
$356.1M
Employees
6
Clients
526

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1202 MEADE STREET
DUNMORE
PA 18512
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(888) 587-7526

ReceiptFinancials

Total AUM
$356.1M
Accounts
1,548
Discretionary
$312.1M
Accounts
1,370
Non-Discretionary
$44.1M
Accounts
178

ContactClients

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Individual Clients
442
AUM
$112.7M
HNW Individual Clients
82
AUM
$240.1M
Charitable Organization Clients
1
AUM
$2.8M
Corporation or Business Clients
1
AUM
$570.2K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCNJNYPASCTX

HandshakeAffiliates

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

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