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James Michael Conrads

CAPSTONE WEALTH MANAGEMENT GROUP, LLC·BEND, Oregon
Unclaimed Profile
404 SW COLUMBIA ST., BEND, OR 97702-3453CRD# 4522725Firm CRD# 128097
01

About

James Michael Conrads is a registered financial advisor based in BEND, Oregon, affiliated with CAPSTONE WEALTH MANAGEMENT GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CAPSTONE WEALTH MANAGEMENT GROUP, LLC
CAPSTONE WEALTH MANAGEMENT GROUP, LLC
AUM
$205M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at CAPSTONE WEALTH MANAGEMENT GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4522725
Firm CRD# 128097
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Michael Conrads offer?
James Michael Conrads specializes in Financial Planning, Investment Management. Contact their office in BEND, Oregon for a consultation.
What are James Michael Conrads's credentials?
James Michael Conrads is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Michael Conrads located?
James Michael Conrads is based in BEND, Oregon, working with CAPSTONE WEALTH MANAGEMENT GROUP, LLC. Their office serves clients in the BEND metropolitan area and surrounding communities.
How does James Michael Conrads charge for services?
James Michael Conrads's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPSTONE WEALTH MANAGEMENT GROUP, LLC?
CAPSTONE WEALTH MANAGEMENT GROUP, LLC has approximately 4 employees and manages $205M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Oregon
PORTLAND (575)LAKE OSWEGO (152)EUGENE (40)SALEM (35)BEAVERTON (27)
City Guides
PORTLAND GuideLAKE OSWEGO GuideEUGENE GuideSALEM GuideBEAVERTON Guide
Research
Advisor Fees in OregonNational Fee Analysis
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