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Building 2CAPSTONE WEALTH

Map pinBILLINGS, MT
Phone406-325-1500
NotebookSEC #801-132460
Total AUM
$354.3M
Employees
8
Clients
169

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1731 POLY DRIVE
BILLINGS
MT 59102
United States
Operating Hours
8:00AM - 4:30PM
Monday - Friday
Phone
406-325-1500

ReceiptFinancials

Total AUM
$354.3M
Accounts
508
Discretionary
$335.9M
Accounts
426
Non-Discretionary
$18.4M
Accounts
82

ContactClients

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Individual Clients
75
AUM
$30.8M
HNW Individual Clients
84
AUM
$285.3M
Charitable Organization Clients
5
AUM
$15.3M
Corporation or Business Clients
5
AUM
$22.9M

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
LAMTTXWA

HandshakeAffiliates

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

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