Joseph
Alu
Capstone Wealth Management Group, LLC
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About this Advisor
Joseph Alu is a financial advisor who works out of Clarks Summit, Pennsylvania with 5 years of relevant experience. Alu works at Capstone Wealth Management Group, LLC. Over the course of their career, they have held roles at Capstone Wealth Management Group, LLC and Joseph M. Alu And Associates, Pc. Alu can operate in Pennsylvania. Capstone Wealth Management Group, LLC is a registered investment company based in Clarks Summit, PA. It controls $213 million in total assets among its 1,088 accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 1,088 accounts, just 9% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The company has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors typically are based on which services the firm provides the client. However, fees billed by Capstone Wealth Management Group, LLC most likely consist of asset-based, hourly and fixed fees.
Years Registered*
Services Offered
Fee Structure
Office Location
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Capstone Wealth Management Group, LLC Brokerage Details
$213,250,663
5
1,088
$196,002
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Joseph Alu Work History
Joseph has been registered as a financial advisor for 5 years.*
Capstone Wealth Management Group, LLC
Joseph M. Alu And Associates, Pc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joseph Alu to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Capstone Wealth Management Group, LLC
Clarks Summit, PA
Fort Mill, SC
Clarks Summit, PA
Clarks Summit, PA
Clarks Summit, PA
Clarks Summit, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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