Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > california > san diego > CAPSTONE CAPITAL WEALTH ADVISORS
CAPSTONE CAPITAL WEALTH ADVISORS
2600 Paseo Verde Parkway
Ste. 150
Henderson, Nevada 89074-7167
Tel: 702-433-7588
About CAPSTONE CAPITAL WEALTH ADVISORS
CAPSTONE CAPITAL WEALTH ADVISORS, formally registered with the SEC as CAPSTONE CAPITAL WEALTH ADVISORS. The firm was established in 08/04/2016. They have over 1 offices throughout the country.
CAPSTONE CAPITAL WEALTH ADVISORS is a Henderson, Nevada based Financial Planning firm with nearly $321,304,384 assets under management, offering retirement planning & investment advisory services to 578 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 123764 |
| SEC# | 801-108040 |
| Assets Managed by Firm | $321,304,384 |
| No. of Clients | 578 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 578 | $321,304,384 |
| Individuals (other than high net worth individuals) | 153 | $41,483,400 |
| High net worth individuals | 97 | $233,442,266 |
| Charitable organizations | 2 | $2,485,073 |
More Retirement Planning firms in Henderson, Nevada:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,315,358,763,219 | 22262 | 1384 | |
| $3,047,294,350,591 | 522 | 700 | |
| $2,615,929,249,500 | 2811 | 3194 | |
| $1,098,805,397,188 | 304509 | 857 | |
| $467,015,634,913 | 18979 | 408 |
Explore More Retirement Advisors in Henderson, Nevada