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CAPSTONE WEALTH MANAGEMENT CORP.
CAPSTONE WEALTH MANAGEMENT CORP.
LAKELAND, Florida
·
1 registered advisor
·
CRD# 165359
SEC# 801-121346
1
(866) 596-9886
01
Firm Overview
AUM
$91M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at CAPSTONE WEALTH MANAGEMENT CORP.
1 registered advisor
Allen Ray Montgomery
LAKELAND, Florida
CRD# 1101356
05
Office Locations
LAKELAND, Florida
1 advisor
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Data sourced from SEC Form ADV filings. CAPSTONE WEALTH MANAGEMENT CORP. (CRD# 165359) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.