Capital Strategies Group, LLC
Capital Strategies Group, LLC (CRD# 140120) is a financial advisory firm headquartered in Tempe, AZ. They manage $39,914,000 in 370 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management40MILLION
Total Number of Accounts370ACCOUNTS
Average Account Value$107,876
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Geoffrey White (CRD# 4078929) is an Investment Advisor Representative working at Capital Strategies Group, LLC in Tempe, AZ and has over 17 years of experience in the finance industry. Geoffrey White has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Aaron Matheny (CRD# 5049904) is an Investment Advisor Representative working at Capital Strategies Group, LLC in Tempe, AZ and has over 11 years of experience in the finance industry.