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 fundsThe 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 101TEMPE, 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.