CAPSTONE ADVISORY GROUP LLC

EDINA, Minnesota·2 registered advisors·CRD# 153443
SEC# 801-713251952-562-2440
01

Firm Overview

AUM
$443M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SOLICITOR FEES
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CAPSTONE ADVISORY GROUP LLC

2 registered advisors
Gregory Jerald Mortenson
EDINA, Minnesota
Scott Michael Siverhus
EDINA, Minnesota
05

Office Locations

EDINA, Minnesota
2 advisors

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Data sourced from SEC Form ADV filings. CAPSTONE ADVISORY GROUP LLC (CRD# 153443) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.