CAPITAL STRATEGIES & INVESTMENTS, INC.
CAPITAL STRATEGIES & INVESTMENTS, INC. of SAN FRANCISCO, CA is an SEC-registered investment adviser (CRD 112813). Regulatory assets under management: $54.5M.
Registration
- CRD: 112813
- SEC file number: 801-67237
- Type: Registered investment adviser
- Location: 490 JEFFERSON STREET, SAN FRANCISCO, CA, 94109-1315
- Phone: 415-567-9428
- Latest filing: 2012-06-29
- Regulatory AUM: $54.5M
- Non-discretionary AUM: $54.5M
- Clients: 1
- Accounts: 140
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| SCHATZ ROCKNE STUART | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
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