Investment adviser · CRD 112813

CAPITAL STRATEGIES & INVESTMENTS, INC.

Investment adviser filing (IA)

SAN FRANCISCO, CA, United States · Form ADV filed Jun 29, 2012

Regulatory AUM
$54.5M
Form ADV · Item 5.F
Client accounts
140
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: Jun 29, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed · Commissions

Principal office

490 JEFFERSON STREET
SAN FRANCISCO, CA, 94109-1315, United States

CRD 112813

Filing source

Form ADV 657284 · Jun 29, 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.