Capital Strategies Group, LLC
Capital Strategies Group, LLC (CRD# 140120) is a financial advisory firm headquartered in Tempe, AZ. They manage $69,173,132 in 383 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management69MILLION
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Total Number of Accounts383ACCOUNTS
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Average Account Value$180,609
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
AZ, TX
Austin Frazier (CRD# 6572843) is an Investment Advisor Representative working at Capital Strategies Group, LLC in Tempe, AZ and has over 5 years of experience in the finance industry.
Aaron Matheny (CRD# 5049904) is an Investment Advisor Representative working at Capital Strategies Group, LLC in Tempe, AZ and has over 18 years of experience in the finance industry.
Geoffrey White (CRD# 4078929) is an Investment Advisor Representative working at Capital Strategies Group, LLC in Tempe, AZ and has over 24 years of experience in the finance industry.