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Building 2CAPSTONE WEALTH MANAGEMENT

Map pinBILLINGS, MT
Phone406-325-1500
NotebookSEC #801-67062
Total AUM
$53.8M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1500 POLY DRIVE
SUITE 107
BILLINGS
MT 59102
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
406-325-1500

ReceiptFinancials

Total AUM
$53.8M
Accounts
232
Discretionary
$52.8M
Accounts
196
Non-Discretionary
$1M
Accounts
36

ContactClients

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None reported

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
MTWA

HandshakeAffiliates

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

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