CAPSTONE WEALTH MANAGEMENT CORP. - Financial Advisor in Florida, Lakeland

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

About 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

Firm CRD#:

165359

Firm SEC#:

801-121346

Assets Under Management:

$90,756,453

No. of Clients:

329

No. of Advisors:

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

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