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CAPSTONE WEALTH ADVISORS, LLC
CAPSTONE WEALTH ADVISORS, LLC
SALEM, Oregon
·
2 registered advisors
·
CRD# 287670
SEC# 801-110036
3
503-967-1980
01
Firm Overview
AUM
$721M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at CAPSTONE WEALTH ADVISORS, LLC
2 registered advisors
Robert Telford Norton
SALEM, Oregon
CRD# 4169694
Ryan Allen Skogstad
SALEM, Oregon
CRD# 4428249
05
Office Locations
SALEM, Oregon
2 advisors
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Data sourced from SEC Form ADV filings. CAPSTONE WEALTH ADVISORS, LLC (CRD# 287670) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.