Investment adviser · CRD 140120

CAPITAL STRATEGIES GROUP, LLC

Investment adviser filing (IA)

TEMPE, AZ, United States · Form ADV filed May 18, 2012

Regulatory AUM
$38.7M
Form ADV · Item 5.F
Client accounts
422
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: May 18, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly

Principal office

2151 E. BASELINE ROAD, SUITE 101
TEMPE, AZ, 85283, United States

CRD 140120

Filing source

Form ADV 647978 · May 18, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.