CAPSTONE INVESTMENT FINANCIAL GROUP, LLC - Financial Advisor in New York, Webster

Tel: 719-477-9883 115 West Salori Court Webster, New York 14580

About CAPSTONE INVESTMENT FINANCIAL GROUP, LLC

CAPSTONE INVESTMENT FINANCIAL GROUP, LLC is a Webster, New York based financial advisory firm with nearly $136,583,840 in assets under management and provides investment advisory services for 881 clients. There are currently 5 financial advisors at the firm.

General Information

Firm CRD#:

122575

Firm SEC#:

801-67699

Assets Under Management:

$136,583,840

No. of Clients:

881

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Performance Based

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Top Financial Advisory Firms in New York, Webster

FirmCRD#:284920

SEC#:801-108869

No. of Advisors:16

No. of Clients:1842

AUM:$388,387,230

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

BRIGHT FUTURES WEALTH MANAGEMENT, LLC

284920

801-108869

1842

$388,387,230

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