CAPSTONE ADVISORY GROUP LLC
CAPSTONE ADVISORY GROUP LLC of EDINA, MN is an SEC-registered investment adviser (CRD 153443). Regulatory assets under management: $442.7M.
Registration
- CRD: 153443
- SEC file number: 801-71325
- Type: Registered investment adviser
- Location: 7701 FRANCE AVE S, SUITE 625, EDINA, MN, 55435
- Phone: 952-562-2440
- Latest filing: 2019-09-23
- Regulatory AUM: $442.7M
- Discretionary AUM: $144.3M
- Non-discretionary AUM: $298.4M
- Clients: 6
- Accounts: 3,756
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| SIVERHUS SCOTT MICHAEL | MANAGING PARTNER; MEMBER/SECRETARY; PARTNER | — |
| MORTENSON GREGORY JERALD | CHIEF COMPLIANCE OFFICER; MANAGING PARTNER; MANAGING PARTNER/CHIEF FINANCIAL OFFICER (+1 more) | — |
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