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CAPSTONE WEALTH MANAGEMENT CORP.

Tel: (866) 596-9886
5120 S. Lakeland Drive
Suite 1
Lakeland, Florida  33813

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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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