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Building 2CAPSTONE WEALTH ADVISORS,INC.

Map pinINDIANPOLIS, IN
Phone317-577-8233
NotebookSEC #801-68449
Total AUM
$36.8M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5875 CASTLE CREEK PARKWAY SUITE 185
INDIANPOLIS
IN 46250
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
317-577-8233

ReceiptFinancials

Total AUM
$36.8M
Accounts
67
Discretionary
$0
Accounts
0
Non-Discretionary
$36.8M
Accounts
67

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
BUSINESS CONSULTING SERVICES
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
FIXED FEES FOR FINANCIAL PLANNING SERVICES

Shield checkCompliance

Disclosures

None reported

State Registrations
IN

HandshakeAffiliates

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

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