CAPSTONE WEALTH ADVISORS, LLC
Tel: 503-967-1980 2005 Madrona Avenue Se Salem, Oregon 97302
About CAPSTONE WEALTH ADVISORS, LLC
CAPSTONE WEALTH ADVISORS, LLC is a Salem, Oregon based financial advisory firm with nearly $720,909,582 in assets under management and provides investment advisory services for 3355 clients. There are currently 2 financial advisors at the firm.
General Information
Firm CRD#:
287670
Firm SEC#:
801-110036
Assets Under Management:
$720,909,582
No. of Clients:
3355
No. of Advisors:
2
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
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Top Financial Advisory Firms in Oregon, Salem
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