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CAPSTONE WEALTH MANAGEMENT CORP.
Tel: (866) 596-9886
5120 S. Lakeland Drive Suite 1
Lakeland, Florida 33813
CAPSTONE WEALTH MANAGEMENT CORP.
CAPSTONE WEALTH MANAGEMENT CORP. is a Lakeland, Florida based financial advisory firm with nearly $90,756,453 in assets under management and provides investment advisory services for 329 clients. There are currently 5 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Publication of periodicals and newsletters , Education seminars/workshops
Fee Structure:
A percentage of AUM, Fixed fees, Performance Based
Firm CRD#:
165359
SEC#:
801-121346
No. of Clients:
329
Assets under Management
$90,756,453
No. of Advisors:
5
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