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Home > Retirement Planners > texas > houston > THE CAPSTREET GROUP, LLC
THE CAPSTREET GROUP, LLC
1001 Louisiana
Suite 3200
Houston, Texas 77002-5089
Tel: 713-332-2700
About THE CAPSTREET GROUP, LLC
THE CAPSTREET GROUP, LLC, formally registered with the SEC as THE CAPSTREET GROUP, LLC. The firm was established in 03/28/2012. They have over 1 offices throughout the country.
THE CAPSTREET GROUP, LLC is a Houston, Texas based Financial Planning firm with nearly $988,669,177 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 27 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 159690 |
| SEC# | 801-73420 |
| Assets Managed by Firm | $988,669,177 |
| No. of Clients | 3 |
| No. of Advisors | 27 |
Fee Structure
- A percentage of AUM
- Performance Based
- Other (SEE SCHEDULE D - MISCELLANEOUS)
Advisory Services Provided
- Portfolio management for pooled investment vehicles
- Other (PORTFOLIO COMPANY MANAGEMENT SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3 | $988,669,177 |
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