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Home > Retirement Planners > washington > olympia > CAPSTONE INVESTMENT GROUP
CAPSTONE INVESTMENT GROUP
2405 Evergreen Park Drive Sw Bldg A
Olympia, Washington 98502
Tel: 360-570-9888
About CAPSTONE INVESTMENT GROUP
CAPSTONE INVESTMENT GROUP, formally registered with the SEC as CAPSTONE INVESTMENT GROUP. The firm was established in 07/22/2021. They have over 1 offices throughout the country.
CAPSTONE INVESTMENT GROUP is a Olympia, Washington based Financial Planning firm with nearly $152,420,481 assets under management, offering retirement planning & investment advisory services to 1178 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 159918 |
| SEC# | 801-121820 |
| Assets Managed by Firm | $152,420,481 |
| No. of Clients | 1178 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1178 | $152,420,481 |
| Individuals (other than high net worth individuals) | 442 | $86,011,345 |
| High net worth individuals | 43 | $59,094,574 |
| Charitable organizations | 2 | $96,792 |
| Corporations or other businesses | 2 | $1,091,208 |
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