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John Andrew Schick

CAPSTONE ASSET MANAGEMENT, LLC·BETHLEHEM, Pennsylvania
Clean recordCAPSTONE ASSET MANAGEMENT, LLC
817 WEST BROAD STREET, BETHLEHEM, PA 18018CRD# 2720454Firm CRD# 155846

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Andrew Schick · BETHLEHEM, PA
Registration
CRD #2720454 · CAPSTONE ASSET MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

John Andrew Schick is a registered financial advisor based in BETHLEHEM, Pennsylvania, affiliated with CAPSTONE ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Client Types

Client type data will be added during profile enrichment.

Introduction

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03

Firm Overview

Firm
CAPSTONE ASSET MANAGEMENT, LLC
CAPSTONE ASSET MANAGEMENT
AUM
$231M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at CAPSTONE ASSET MANAGEMENT, LLC →
Services
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2720454
Firm CRD# 155846
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Andrew Schick offer?
John Andrew Schick specializes in Wealth Management. Contact their office in BETHLEHEM, Pennsylvania for a consultation.
What are John Andrew Schick's credentials?
John Andrew Schick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Andrew Schick located?
John Andrew Schick is based in BETHLEHEM, Pennsylvania, working with CAPSTONE ASSET MANAGEMENT, LLC. Their office serves clients in the BETHLEHEM metropolitan area and surrounding communities.
How does John Andrew Schick charge for services?
John Andrew Schick's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPSTONE ASSET MANAGEMENT, LLC?
CAPSTONE ASSET MANAGEMENT, LLC has approximately 1 employees and manages $231M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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