Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > nevada > henderson > 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 |
|---|---|---|---|
| $17,032,495,600 | 83 | 8 | |
| $6,645,705,545 | 99569 | 28 | |
| $6,522,387,220 | 16327 | 149 | |
| $5,194,180,776 | 21408 | 264 | |
| $4,662,466,719 | 28 | 45 |
Explore More Retirement Advisors in Henderson, Nevada