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Building 2CAPSTONE RIA

Map pinBELLINGHAM, WA
Phone877-739-6007
NotebookSEC #801-131983
Total AUM
$241.1M
Employees
3
Clients
262

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
114 W MAGNOLIA STREET
SUITE #444
BELLINGHAM
WA 98225
United States
Operating Hours
8:30AM - 5PM
Monday - Friday
Phone
877-739-6007
Other Offices
3

ReceiptFinancials

Total AUM
$241.1M
Accounts
636
Discretionary
$241.1M
Accounts
636
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
175
AUM
$79.5M
HNW Individual Clients
87
AUM
$161.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKAZIDINLAMTNVORTXWA

HandshakeAffiliates

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

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