Capital Strategy Group Ltd
Legal Name: CAPITAL STRATEGY GROUP LTD
Full Contact Details
Capital Strategy Group Ltd
110 W. FAYETTTE STREET, SYRACUSE, NY
315-471-1547
Other Info
Capital Strategy Group Ltd, a NY Corporation, has been registered with the SEC since 1984 with an approved status. The firm currently employs two advisors but the number of clients they serve remains unknown. Legal name: CAPITAL STRATEGY GROUP LTD.
Capital Strategy Group
Learn about us | Investment options | Contact us Learn about us We're dedicated to helping clients reach their financial goals through smart, solid investment strategies. We don't rely on pre-packaged investment products. Instead, we create customized strategi…
Direct Owners
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AWS 4 INC
SHAREHOLDER owns 75% or more
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JAMES BRADLEY SLEEPER
PRESIDENT owns less than 5%
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JANICE POWERS WILLIAMS
CHIEF COMPLIANCE OFFICER owns less than 5%
Indirect Owners
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ATRIA WEALTH SOLUTIONS HOLDINGS LLC
SHAREHOLDER owns 75% or more
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ATRIA WEALTH SOLUTIONS, INC.
SHAREHOLDER owns 75% or more
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LEE EQUITY PARTNERS FUND II (A), L.P.
MEMBER owns more than 25% but less than 50%
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LEP ATRIA HOLDINGS, LLC
MEMBER owns more than 25% but less than 50%