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).
Total Assets Under Management67MILLION
Total Number of Accounts154ACCOUNTS
Average Account Value$432,906
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
CA, TX, WA
Rockne Schatz (CRD# 1091781) is an Investment Advisor Representative working at Capital Strategies & Investments, Inc. in San Francisco, CA and has over 30 years of experience in the finance industry.