Network·Family Office
📍 BILLINGS, MT
SEC CRD #801-132460
Capstone Wealth is a wealth management and family office firm providing fiduciary services including investment consulting, advanced planning, and relationship management for financially established families since 2003.
LEXIE S. PANKRATZ
COMPLIANCE CONSULTANT
📞 (406) 325-1500
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AUM
$354M
Check Size
$12M–$12M
Location
BILLINGS, MT
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