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Capstone RIA

EST. AUM
$241,081,561

CONTACTS
2

CLIENT ACCOUNTS
636

Firm Details

Metro area Seattle
CRD Number 334343
Website capstoneria.com
Client types

Overview

Capstone RIA is an independent wealth advisory firm that offers financial planning and investment advisory services to individuals, families, and small businesses. Operating under the fiduciary standard of care established by the Investment Advisers Act of 1940, the firm is required to make investment recommendations based on the client's best interest. Capstone RIA provides assistance with retirement planning, wealth management, and small business retirement plans, offering guidance aligned with clients' financial objectives.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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