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Walter Russell Costenbader

WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.·BRISTOL, Connecticut
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210 RED STONE HILL ROAD, BRISTOL, CT 06010CRD# 1828345Firm CRD# 226535
01

About

Walter Russell Costenbader is a registered financial advisor based in BRISTOL, Connecticut, affiliated with WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.. 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
WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.
WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.
AUM
$270M
Regulatory assets under management
Employees
19
Total firm employees
View all advisors at WILLIAM JOSEPH CAPITAL MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SELECTION OF OTHER ADVISERS
Regulatory
SEC/IARD CRD# 1828345
Firm CRD# 226535
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Walter Russell Costenbader offer?
Walter Russell Costenbader specializes in Financial Planning, Investment Management. Contact their office in BRISTOL, Connecticut for a consultation.
What are Walter Russell Costenbader's credentials?
Walter Russell Costenbader is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Walter Russell Costenbader located?
Walter Russell Costenbader is based in BRISTOL, Connecticut, working with WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.. Their office serves clients in the BRISTOL metropolitan area and surrounding communities.
How does Walter Russell Costenbader charge for services?
Walter Russell Costenbader's firm is compensated through percentage of aum, hourly charges, subscription fees, other: selection of other advisers. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.?
WILLIAM JOSEPH CAPITAL MANAGEMENT, INC. has approximately 19 employees and manages $270M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in BRISTOL
David Arthur Rioux — RIOUX & COMPANY, LLCJustin Karl Bolmgren — WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.Matthew Thomas Sweeney — WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.Joseph Elzie Goss — WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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