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Building 2CAPSTONE INVESTMENT FINANCIAL GROUP, LLC

Map pinWEBSTER, NY
Phone719-477-9883
NotebookSEC #801-67699
Total AUM
$174.6M
Employees
6
Clients
392

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
115 WEST SALORI COURT
WEBSTER
NY 14580
United States
Operating Hours
BY APPOINTMENT ONLY
SEE BELOW
Phone
719-477-9883
Other Offices
2

ReceiptFinancials

Total AUM
$174.6M
Accounts
1,015
Discretionary
$170.1M
Accounts
1,009
Non-Discretionary
$4.6M
Accounts
6

ContactClients

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Individual Clients
357
AUM
$90.8M
HNW Individual Clients
30
AUM
$79M
Pooled Vehicle Clients
1
AUM
$3.4M
Charitable Organization Clients
4
AUM
$1.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLNCNJNYTX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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