Be advised. This firm is no longer registered.

Capital Strategy Group Ltd

Capital Strategy Group Ltd (CRD# 110956) is a financial advisory firm headquartered in Syracuse, NY. They manage $73,019,692 in 156 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
100 Madison Street, Suite 1300, Syracuse, NY 13202
By the Numbers
  • Total Assets Under Management
    73
    MILLION
  • Total Number of Accounts
    156
    ACCOUNTS
  • Average Account Value
    $468,075
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, FL, NJ, NY, PA, WA

Financial Advisors at Capital Strategy Group Ltd
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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