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Building 2CAPITAL STRATEGY GROUP LTD

Map pinSYRACUSE, NY
Phone315-471-1547
NotebookSEC #801-20826
Total AUM
$73M
Employees
2
Clients
153

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 MADISON STREET
SUITE 1300
SYRACUSE
NY 13202
United States
Operating Hours
8:30AM - 5PM
Monday - Friday
Phone
315-471-1547

ReceiptFinancials

Total AUM
$73M
Accounts
156
Discretionary
$73M
Accounts
156
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
141
AUM
$36.6M
HNW Individual Clients
10
AUM
$32.3M
Charitable Organization Clients
1
AUM
$1.9M
Corporation or Business Clients
1
AUM
$2.2M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CTFLNJNYPAWA

HandshakeAffiliates

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Affiliates
Reported 9 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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