CAPSTONE WEALTH MANAGEMENT GROUP, LLC
Tel: 541-330-0266 404 Sw Columbia St. Suite 230 Bend, Oregon 97702-3453
About 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
Firm CRD#:
128097
Firm SEC#:
801-66144
Assets Under Management:
$204,552,225
No. of Clients:
713
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Pesnsion consulting services, Selection for other advisors
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