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Building 2CAPSTONE WEALTH PARTNERS

Map pinDUBLIN, OH
Phone(614) 754-7805
NotebookSEC #801-135646
Total AUM
$114.9M
Employees
4
Clients
158

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6037 FRANTZ RD.
SUITE 104
DUBLIN
OH 43017
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
(614) 754-7805
Other Offices
2

ReceiptFinancials

Total AUM
$114.9M
Accounts
577
Discretionary
$114.9M
Accounts
577
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
105
AUM
$28.5M
HNW Individual Clients
52
AUM
$86.2M
Corporation or Business Clients
1
AUM
$185.8K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLLAOHTX

HandshakeAffiliates

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

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