Capstone Investment Financial Group, LLC
Capstone Investment Financial Group, LLC (CRD# 122575) is a financial advisory firm headquartered in Webster, NY. They manage $136,995,368 in 979 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management137MILLION
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Total Number of Accounts979ACCOUNTS
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Average Account Value$139,934
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
CA, CO, FL, NC, NJ, NY, TX
James Cornehlsen (CRD# 4589630) is an Investment Advisor Representative working at Capstone Investment Financial Group, LLC in Webster, NY and has 1 year of experience in the finance industry.
William Sigrist (CRD# 5241921) is an Investment Advisor Representative working at Capstone Investment Financial Group, LLC in Webster, NY and has over 16 years of experience in the finance industry.
Ryan Turbyfill (CRD# 6789678) is an Investment Advisor Representative working at Capstone Investment Financial Group, LLC in Webster, NY and has over 7 years of experience in the finance industry.
Lindsey Simek (CRD# 6979602) is an Investment Advisor Representative working at Capstone Investment Financial Group, LLC in Webster, NY and has over 3 years of experience in the finance industry.