Capstone Financial Group Revenue

Financial Services • Baxter, MN / Devils Lake, United States • 1-10 Employees

Capstone Financial Group revenue & valuation

Annual revenue	$684,440
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,200,000
Total funding	No funding

Key Contact at Capstone Financial Group

Marcy Rinas

Senior Vice President - Branch Manager

Company overview

Headquarters	Baxter, MN / Devils Lake, United States
Website	capstone-fg.com
NAICS	52
Keywords	Tax Planning, Investment Planning, Wealth Management, Capital Markets, Retirement Planning, Investment Advisory Services, Brokerage Services, Estate Planning Strategies, Small Business Retirement Planning, Succession Planning For Business Owners, Advanced Life Insurance Strategies
Founded	2023
Employees	1-10

Capstone Financial Group Email Formats

Capstone Financial Group uses 2 email formats. The most common is {first name} (e.g., john@capstone-fg.com), used 75% of the time.

Format	Example	Percentage
{first name}	john@capstone-fg.com	75%
{first initial}	j@capstone-fg.com	25%

About Capstone Financial Group

Capstone Financial Group is committed to helping clients pursue their investment goals with sound financial strategies. We believe that clients deserve a personalized, tailored investment plan to guide them on their financial journey. Creating lasting, meaningful, and open relationships is the foundation of our practice. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social. This information is intended for use only by residents of AR, AZ, CO, FL, KS, MA, MN, MT, ND, NV, OK, SC, SD, UT, WA, WI.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Partner

Vice President

Employees by Department

Capstone Financial Group has 2 employees across 2 departments.

Departments

Number of employees

Funding Data

Capstone Financial Group has never raised funding before.

Frequently asked questions

Capstone Financial Group is located in Baxter, MN / Devils Lake, US.

Capstone Financial Group generates an estimated annual revenue of $684,440. This revenue figure reflects the company's market position and business performance in its industry.

Capstone Financial Group has an estimated valuation of $2,200,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Capstone Financial Group was founded in 2023, making it 3 years old. The company has established itself as a significant player in its industry over this time.

Capstone Financial Group has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Capstone Financial Group

Marcy Rinas

Senior Vice President - Branch Manager

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