Overview
Assets Under Management: $199 million
Headquarters: BELLINGHAM, WA
High-Net-Worth Clients: 1
Average Client Assets: $127 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 1
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.94
Average High-Net-Worth Client Assets: $127 million
Total Client Accounts: 664
Discretionary Accounts: 664
Regulatory Filings
CRD Number: 334343
Filing ID: 1975790
Last Filing Date: 2025-04-28 11:57:00
Website: https://capstoneria.com