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Building 2CAPSTONE WEALTH MANAGEMENT GROUP, LLC

Map pinBEND, OR
Phone541-330-0266
NotebookSEC #801-66144
Total AUM
$266.1M
Employees
6
Clients
295

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
404 SW COLUMBIA ST.
SUITE 230
BEND
OR 97702-3453
United States
Operating Hours
M-TH 8AM TO 4PM; FRI 8 AM TO 3PM
Monday - Friday
Phone
541-330-0266
Other Offices
2

ReceiptFinancials

Total AUM
$266.1M
Accounts
717
Discretionary
$218.4M
Accounts
603
Non-Discretionary
$47.7M
Accounts
114

ContactClients

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Individual Clients
212
AUM
$58.5M
HNW Individual Clients
83
AUM
$207.6M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACONHNMNYOHORTX

HandshakeAffiliates

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

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