Overview
Assets Under Management: $21.3 billion
Headquarters: OAKBROOK TERRACE, IL
High-Net-Worth Clients: 179
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 179
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 3.44
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 1,069
Discretionary Accounts: 675
Non-Discretionary Accounts: 394
Regulatory Filings
CRD Number: 150091
Last Filing Date: 2025-02-19 00:00:00
Website: https://capstratig.com