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Geoffrey Wayne White

CAPITAL STRATEGIES GROUP, LLC·TEMPE, Arizona
Unclaimed Profile
2151 E. BASELINE ROAD, TEMPE, AZ 85283CRD# 4078929Firm CRD# 140120
01

About

Geoffrey Wayne White is a registered financial advisor based in TEMPE, Arizona, affiliated with CAPITAL STRATEGIES GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CAPITAL STRATEGIES GROUP, LLC
CAPITAL STRATEGIES GROUP, LLC
AUM
$39M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at CAPITAL STRATEGIES GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4078929
Firm CRD# 140120
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Geoffrey Wayne White offer?
Geoffrey Wayne White specializes in Financial Planning, Investment Management. Contact their office in TEMPE, Arizona for a consultation.
What are Geoffrey Wayne White's credentials?
Geoffrey Wayne White is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Geoffrey Wayne White located?
Geoffrey Wayne White is based in TEMPE, Arizona, working with CAPITAL STRATEGIES GROUP, LLC. Their office serves clients in the TEMPE metropolitan area and surrounding communities.
How does Geoffrey Wayne White charge for services?
Geoffrey Wayne White's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPITAL STRATEGIES GROUP, LLC?
CAPITAL STRATEGIES GROUP, LLC has approximately 1 employees and manages $39M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Arizona
SCOTTSDALE (467)PHOENIX (224)TUCSON (124)MESA (41)CHANDLER (24)
City Guides
SCOTTSDALE GuidePHOENIX GuideTUCSON GuideMESA GuideCHANDLER Guide
Research
Advisor Fees in ArizonaNational Fee Analysis
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