William
Sigrist
Capstone Investment Financial Group, LLC
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About this Advisor
William Sigrist is a financial advisor based in Webster, New York, with 8 years of industry experience. Sigrist is currently employed by Capstone Investment Financial Group, LLC. Throughout their career, Sigrist has worked at Capstone Investment Financial Group, Inc and Dunn Warren Investment Advisors, LLC. Sigrist has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Colorado. Capstone Investment Financial Group, LLC is a registered investment business operating out of Webster, NY. The firm has offices in three locations and a total of six financial advisors. It handles $109 million in total assets among its 997 accounts, making it one of the mid-sized firms in the country by assets under management. Of its 997 client accounts, just 7% are associated with high-net-worth individuals who have at least $1 million in investable assets. Capstone Investment Financial Group, LLC has a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. Financial advisory fee schedules usually vary depending on which services are offered. However, fees charged by Capstone Investment Financial Group, LLC can consist of some combination of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Capstone Investment Financial Group, LLC Brokerage Details
$108,593,816
6
997
$108,921
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
William Sigrist Work History
William has been registered as a financial advisor for 8 years.*
Dunn Warren Investment Advisors, LLC
Capstone Investment Financial Group, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of William Sigrist to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Capstone Investment Financial Group, LLC
Webster, NY
Webster, NY
Webster, NY
Webster, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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