Destra Capital Advisors LLC

Destra Capital Advisors LLC (CRD# 148574) is a financial advisory firm headquartered in Bozeman, MT. They manage $174,258,187 in 3 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
443 N. Willson Avenue, Bozeman, MT 59715
http://www.destracapital.com
By the Numbers
  • Total Assets Under Management
    174
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $58,086,062
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, IL, MA, MT, OH, PA, TN, TX, WA

Financial Advisors at Destra Capital Advisors LLC
Showing 11 - 12 of 12 top financial advisors.
11
Eric Haines, financial advisor Bozeman MT
Eric W. Haines
CRD#: 6508808
443 N. Willson Avenue, Bozeman, MT 59715

Eric Haines (CRD# 6508808) is an Investment Advisor Representative working at Destra Capital Advisors LLC in Bozeman, MT and has over 7 years of experience in the finance industry. Eric Haines 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.

12
James Ryan, financial advisor Bozeman MT
James J. Ryan
CRD#: 1082895
443 N. Willson Avenue, Bozeman, MT 59715

James Ryan (CRD# 1082895) is an Investment Advisor Representative working at Destra Capital Advisors LLC in Bozeman, MT and has over 38 years of experience in the finance industry.

PREV ... 1 2

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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals