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CRD#: 148299
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

DESTRA CAPITAL INVESTMENTS LLC is located at 443 N. Willson Ave., Bozeman, MT 59715 and was first established at Denver, Delaware in 08/08/2008. After operating for 17 years, DESTRA CAPITAL INVESTMENTS LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of DESTRA CAPITAL INVESTMENTS LLC’s clients are individuals and 0% of their clients are high net worth individuals. DESTRA CAPITAL INVESTMENTS LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at DESTRA CAPITAL INVESTMENTS LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access DESTRA CAPITAL INVESTMENTS LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at DESTRA CAPITAL INVESTMENTS LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for DESTRA CAPITAL INVESTMENTS LLC Comes From

Understanding the Statistics for DESTRA CAPITAL INVESTMENTS LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
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Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
443 N. Willson Ave., Bozeman, MT 59715
Mailing Address
443 N. Willson Ave., Bozeman, MT 59715
Firm Size
Small
Phone Number
(877) 855-3434
Established
Delaware since 08/08/2008
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
DESTRA CAPITAL MANAGEMENT LLCMEMBER AND MANAGER OF DESTRA CAPITAL INVESTMENTS LLC
BLECHNER, MYLES REIDCCO2709013
COSTENBADER, WALTER RUSSELLFINOP/CFO1828345
MARTELLARO, DOMINIC CARLCEO OF DESTRA CAPITAL INVESTMENTS LLC1271857
YOUNT, JAMESPRESIDENT2373645

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Advisor's working at DESTRA CAPITAL INVESTMENTS LLC

JR

James Joseph Ryan

IAR
RR
CRD#: 1082895
Location:
Burr Ridge, IL
Company:
DESTRA CAPITAL ADVISORS LLC
Disclosures:
Experience:
42 years
View Profile
DT

David Alan Tabone

IAR
RR
CRD#: 1649005
Location:
Chesterbrook, PA
Company:
DESTRA CAPITAL ADVISORS LLC
Disclosures:
Experience:
38 years
View Profile
RW

Robert Watson

Rob Watson, Robert Alan Watson
IAR
RR
CRD#: 2163449
CFP®: Certified Financial Planner
Location:
Franklin, TN
Company:
DESTRA CAPITAL ADVISORS LLC
Disclosures:
Experience:
34 years
View Profile
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