Capstone Financial Services, Inc.

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Description

  • We are an investment advisory firm that delivers separately managed accounts and custom index products to financial advisors and consultants. Our goal is to provide our clients with tailored investment portfolios that exceed their expectations and achieve their financial objectives. We pursue this by adhering to a disciplined investment process and maintaining a strong focus on client service and satisfaction. The consistent application of our disciplined strategies has helped many of our clients achieve long-term success.Disclaimer:Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent our views. http://capstonefinancial.com/social-media-guidelines/This is not to be construed as an offer to buy or sell any financial instruments and should not be relied upon as the sole factor in an investment making decision.
  • location

    Headquarters:3700 West Sam Houston Parkway South , South Houston, Texas, United States

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  • Capstone Financial Services, Inc. phone

    Phone Number: +1 713-260-9000

  • Capstone Financial Services, Inc. website

    Website: https://www.capstonefinancial.com

  • Capstone Financial Services, Inc. employees

    Employees:39

  • Capstone Financial Services, Inc. revenue

    Revenue:$1 - 10M

  • Capstone Financial Services, Inc. legal name

    Legal Name:Capstone Financial Services, Inc.

  • Capstone Financial Services, Inc.'s Social Media

    Capstone Financial Services, Inc. linkedin
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  • |  NAICS Code: 523110  |

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Person level website identification

President for Capstone Financial Services, Inc.

Doug Deshields

President

Person level website visitor identification

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Doug Deshields

President

Manuel Garcia

Regional Vice President

Scott Frakes

Senior Vice President

Jordan Izumi

Vice President - National Accounts And Mutual Fund Sales

Claude Cody

Senior Vice President Investments

Frequently Asked Questions regarding Capstone Financial Services, Inc.

  • Where are Capstone Financial Services, Inc.'s Headquarters?

    Capstone Financial Services, Inc.'s Headquarters are in 3700 West Sam Houston Parkway South ,South Houston,Texas,United States

  • What is Capstone Financial Services, Inc.'s phone number?

    Capstone Financial Services, Inc.'s phone number is +1 713-260-9000

  • What is Capstone Financial Services, Inc.'s official website?

    Capstone Financial Services, Inc.'s official website is https://www.capstonefinancial.com

  • What is Capstone Financial Services, Inc.'s Revenue?

    Capstone Financial Services, Inc.'s revenue is $1 - 10M

  • What is Capstone Financial Services, Inc.'s NAICS code?

    Capstone Financial Services, Inc.'s NAICS code is 523110

  • How many employees are working in Capstone Financial Services, Inc.

    Capstone Financial Services, Inc. has 39 employees

  • What is Capstone Financial Services, Inc.'s Industry?

    Capstone Financial Services, Inc. is in the industry of Financial Services

  • Who is Capstone Financial Services, Inc.'s President?

    Capstone Financial Services, Inc.'s President is Doug Deshields

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