Capital Strategies & Investments, Inc.
Capital Strategies & Investments, Inc. (CRD# 112813) is a financial advisory firm headquartered in San Francisco, CA. They manage $66,667,526 in 154 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Capital Strategies & Investments, Inc.
By the Numbers
-
Total Assets Under Management67MILLION
-
Total Number of Accounts154ACCOUNTS
-
Average Account Value$432,906
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX, WA
Financial Advisors at Capital Strategies & Investments, Inc.
No Advisor Found.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.