PRESTON CAPITAL LLC

PRESTON CAPITAL
ALISO VIEJO, California·5 registered advisors·CRD# 328417
SEC# 801-1289231949-272-2000
01

Firm Overview

AUM
$1.0B
Regulatory assets under management
Employees
19
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at PRESTON CAPITAL LLC

5 registered advisors
Christopher Michael Caputo
ALISO VIEJO, California
David Franklin Posnick
ALISO VIEJO, California
Jonathan Christopher Brooks
ALISO VIEJO, California
Jonathan James Nelson
ALISO VIEJO, California
William Jonathan Hogan
ALISO VIEJO, California
05

Office Locations

ALISO VIEJO, California
5 advisors

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Data sourced from SEC Form ADV filings. PRESTON CAPITAL LLC (CRD# 328417) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.