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Building 2CAPSTONE ADVISORY GROUP LLC

Map pinEDINA, MN
Phone952-562-2440
NotebookSEC #801-71325
Total AUM
$442.7M
Employees
6
Clients
672

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7701 FRANCE AVE S
SUITE 625
EDINA
MN 55435
United States
Operating Hours
8:00 AM TO 5:00 PM CENTRAL
Monday - Friday
Phone
952-562-2440
Other Offices
1

ReceiptFinancials

Total AUM
$442.7M
Accounts
3,756
Discretionary
$144.3M
Accounts
456
Non-Discretionary
$298.4M
Accounts
3,300

ContactClients

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Individual Clients
514
AUM
$314.6M
HNW Individual Clients
154
AUM
$126M
Pension/Profit Sharing Plan Clients
2
AUM
$1.1M
Charitable Organization Clients
2
AUM
$1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZMNTXWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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