Capstone Financial Advisors Inc.

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Description

  • Capstone Financial Advisors provides customized financial planning and comprehensive wealth management services to high net worth individuals, families and institutions. As a fee-only, personal financial advisory firm we offer unbiased financial advice that is tailored to your individual goals, risk tolerance and lifestyle needs. Our mission is to act as your financial advocate by providing objective wealth management solutions tailored to your unique circumstances. We work closely with you to build sound strategies that grow and preserve your wealth, giving you the peace of mind your family deserves. Our comprehensive services include financial planning, wealth management, tax strategies and preparation, estate planning, education planning, risk management and charitable planning assistance.
  • location

    Headquarters:2001 Butterfield Road Suite 1750, Downers Grove, Illinois, United States

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  • Capstone Financial Advisors Inc. phone

    Phone Number: +1 630-968-2323

  • Capstone Financial Advisors Inc. website

    Website: https://www.capstone-advisors.com

  • Capstone Financial Advisors Inc. employees

    Employees:35

  • Capstone Financial Advisors Inc. revenue

    Revenue:$1 - 10M

  • Capstone Financial Advisors Inc. legal name

    Legal Name:Capstone Financial Advisors Inc.

  • Capstone Financial Advisors Inc.'s Social Media

    Capstone Financial Advisors Inc. linkedin
  • done Is this data correct?
  • |  NAICS Code: 523930  |

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Person level website identification

Chief Operating Officer for Capstone Financial Advisors Inc.

Richard Marks

Chief Operating Officer

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Richard Marks

Chief Operating Officer

Aldo Vultaggio

Chief Investment Officer

Claire Glogowsky

Director Of Portfolio Operations

Bill Murphy

Director Of Human Resources And Strategy

Fpqp Amber Salzman

Manager Of Client Services

Frequently Asked Questions regarding Capstone Financial Advisors Inc.

  • Where are Capstone Financial Advisors Inc.'s Headquarters?

    Capstone Financial Advisors Inc.'s Headquarters are in 2001 Butterfield Road Suite 1750,Downers Grove,Illinois,United States

  • What is Capstone Financial Advisors Inc.'s phone number?

    Capstone Financial Advisors Inc.'s phone number is +1 630-968-2323

  • What is Capstone Financial Advisors Inc.'s official website?

    Capstone Financial Advisors Inc.'s official website is https://www.capstone-advisors.com

  • What is Capstone Financial Advisors Inc.'s Revenue?

    Capstone Financial Advisors Inc.'s revenue is $1 - 10M

  • What is Capstone Financial Advisors Inc.'s NAICS code?

    Capstone Financial Advisors Inc.'s NAICS code is 523930

  • How many employees are working in Capstone Financial Advisors Inc.

    Capstone Financial Advisors Inc. has 35 employees

  • What is Capstone Financial Advisors Inc.'s Industry?

    Capstone Financial Advisors Inc. is in the industry of Financial Services

  • Who is Capstone Financial Advisors Inc.'s Chief Operating Officer?

    Capstone Financial Advisors Inc.'s Chief Operating Officer is Richard Marks

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