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Building 2CAPSTONE WEALTH MANAGEMENT, LLC

Map pinTUSCALOOSA, AL
Phone205-349-2050
NotebookSEC #801-64487
Total AUM
$57.3M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
204 MARINA DRIVE
SUITE 100
TUSCALOOSA
AL 35406-3237
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
205-349-2050

ReceiptFinancials

Total AUM
$57.3M
Accounts
161
Discretionary
$52.9M
Accounts
157
Non-Discretionary
$4.4M
Accounts
4

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALTX

HandshakeAffiliates

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

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