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Building 2CAPSTONE WEALTH MANAGEMENT CORP.

Map pinLAKELAND, FL
Phone(866) 596-9886
NotebookSEC #801-121346
Total AUM
$109.4M
Employees
5
Clients
288

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5120 S. LAKELAND DRIVE
SUITE 1
LAKELAND
FL 33813
United States
Operating Hours
9:00 AM TO 4:00 PM
Monday - Friday
Phone
(866) 596-9886
Other Offices
1

ReceiptFinancials

Total AUM
$109.4M
Accounts
364
Discretionary
$108.2M
Accounts
363
Non-Discretionary
$1.2M
Accounts
1

ContactClients

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Individual Clients
262
AUM
$52.3M
HNW Individual Clients
24
AUM
$55.9M
Pension/Profit Sharing Plan Clients
2
AUM
$1.2M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/SuspensionSRO False Statement FindingSRO Rule Violation
State Registrations
FLNCWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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