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CAPSTONE WEALTH MANAGEMENT GROUP, LLC
CAPSTONE WEALTH MANAGEMENT GROUP, LLC
DUNMORE, Pennsylvania
·
4 registered advisors
·
CRD# 284547
SEC# 801-118547
2
(888) 587-7526
01
Firm Overview
AUM
$249M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
4
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
03
Specialties
Financial Planning
Investment Management
04
Advisors at CAPSTONE WEALTH MANAGEMENT GROUP, LLC
4 registered advisors
Bryan Adam Kupchik
DUNMORE, Pennsylvania
CRD# 2635746
Mckenzie Rae Kupchik
CLARKS GREEN, Pennsylvania
CRD# 5801063
Richard James Condeelis
DUNMORE, Pennsylvania
CRD# 6693563
Robert Glenn Schultz
CLARKS GREEN, Pennsylvania
CRD# 3180021
05
Office Locations
CLARKS GREEN, Pennsylvania
2 advisors
DUNMORE, Pennsylvania
2 advisors
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Data sourced from SEC Form ADV filings. CAPSTONE WEALTH MANAGEMENT GROUP, LLC (CRD# 284547) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.