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CAPSTONE WEALTH MANAGEMENT GROUP, LLC

Tel: 541-330-0266
404 Sw Columbia St.
Suite 230
Bend, Oregon  97702-3453

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CAPSTONE WEALTH MANAGEMENT GROUP, LLC

CAPSTONE WEALTH MANAGEMENT GROUP, LLC is a Bend, Oregon based financial advisory firm with nearly $204,552,225 in assets under management and provides investment advisory services for 713 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

128097

SEC#:

801-66144

No. of Clients:

713

Assets under Management

$204,552,225

No. of Advisors:

4

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