CAPITAL STRATEGIES & INVESTMENTS, INC.
CRD #112813 SEC #801-67237 SAN FRANCISCO, CA 415-567-9428
SEC Registered
Total AUM
$54.5M
Discretionary
$0
Employees
1
Clients
11
Accounts
140
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2012 | $54.5M | $0 | $54.5M | 1 | 140 |
| Jun 2012 | $54.5M | $0 | $54.5M | 1 | 140 |
| Jun 2012 | $54.5M | $0 | $54.5M | 1 | 140 |
| May 2012 | $54.5M | $0 | $54.5M | 1 | 140 |
| Mar 2012 | $54.5M | $0 | $54.5M | 1 | 200 |
| Apr 2011 | $45.7M | $0 | $45.7M | 5 | -- |
| Apr 2011 | $45.7M | $0 | $45.7M | 5 | -- |
| Mar 2010 | $42.5M | $0 | $42.5M | 5 | -- |
| Mar 2009 | $32.2M | $0 | $32.2M | 5 | -- |
| Mar 2008 | $38.2M | $0 | $38.2M | 5 | -- |
| Dec 2007 | $34.6M | $0 | $34.6M | 5 | -- |
| Feb 2007 | $34.6M | $0 | $34.6M | 5 | -- |
| Dec 2006 | $30.5M | $0 | $30.5M | 5 | -- |
DateJun 2012
Total AUM$54.5M
Discretionary$0
Non-Disc.$54.5M
Employees1
Clients140
DateJun 2012
Total AUM$54.5M
Discretionary$0
Non-Disc.$54.5M
Employees1
Clients140
DateJun 2012
Total AUM$54.5M
Discretionary$0
Non-Disc.$54.5M
Employees1
Clients140
DateMay 2012
Total AUM$54.5M
Discretionary$0
Non-Disc.$54.5M
Employees1
Clients140
DateMar 2012
Total AUM$54.5M
Discretionary$0
Non-Disc.$54.5M
Employees1
Clients200
DateApr 2011
Total AUM$45.7M
Discretionary$0
Non-Disc.$45.7M
Employees5
Clients--
DateApr 2011
Total AUM$45.7M
Discretionary$0
Non-Disc.$45.7M
Employees5
Clients--
DateMar 2010
Total AUM$42.5M
Discretionary$0
Non-Disc.$42.5M
Employees5
Clients--
DateMar 2009
Total AUM$32.2M
Discretionary$0
Non-Disc.$32.2M
Employees5
Clients--
DateMar 2008
Total AUM$38.2M
Discretionary$0
Non-Disc.$38.2M
Employees5
Clients--
DateDec 2007
Total AUM$34.6M
Discretionary$0
Non-Disc.$34.6M
Employees5
Clients--
DateFeb 2007
Total AUM$34.6M
Discretionary$0
Non-Disc.$34.6M
Employees5
Clients--
DateDec 2006
Total AUM$30.5M
Discretionary$0
Non-Disc.$30.5M
Employees5
Clients--