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CAPSTONE INVESTMENT FINANCIAL GROUP, INC.
CAPSTONE INVESTMENT FINANCIAL GROUP, INC.
COLORADO SPRINGS, Colorado
·
1 registered advisor
·
CRD# 150435
SEC# 801-70403
719-477-9883
01
Firm Overview
AUM
$37M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at CAPSTONE INVESTMENT FINANCIAL GROUP, INC.
1 registered advisor
Theodore (nmn) Schwartz
COLORADO SPRINGS, Colorado
CRD# 2436391
05
Office Locations
COLORADO SPRINGS, Colorado
1 advisor
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Data sourced from SEC Form ADV filings. CAPSTONE INVESTMENT FINANCIAL GROUP, INC. (CRD# 150435) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.