Home
›
Firms
›
CAPSTONE INVESTMENT FINANCIAL GROUP, LLC
CAPSTONE INVESTMENT FINANCIAL GROUP, LLC
WEBSTER, New York
·
5 registered advisors
·
CRD# 122575
SEC# 801-67699
2
719-477-9883
01
Firm Overview
AUM
$137M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
04
Advisors at CAPSTONE INVESTMENT FINANCIAL GROUP, LLC
5 registered advisors
Ann Terese Zemann
WEBSTER, New York
CRD# 2731611
Elizabeth A. Cornehlsen
WEBSTER, New York
CRD# 5757609
James Bryan Cornehlsen
WEBSTER, New York
CRD# 4589630
Ryan Mark Turbyfill
WEBSTER, New York
CRD# 6789678
William Raymond Sigrist
WEBSTER, New York
CRD# 5241921
05
Office Locations
WEBSTER, New York
5 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. CAPSTONE INVESTMENT FINANCIAL GROUP, LLC (CRD# 122575) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.