Destra Capital Investments LLC

Broker-DealerFINRA MemberEst. 2011
Total AUM
Advisory reps
17
Avg account
$0

Firm details

Headquarters
Bozeman, Montana
CRD number
148299
Registered since
March 16, 2011

Firm profile

FINTRX

Overview

Destra Capital Investments LLC is organized as a limited liability company and has been registered with the SEC since 2011. The FINTRX snapshot characterizes ownership as involving a domestic entity and individuals. The firm is listed as unclassified in FINTRX’s taxonomy and is not identified as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or as a related adviser. The public profile in this extract includes limited operational detail about advisory activities, fee structure, or client mix. The available fields that are populated point to a small, narrowly reported footprint in the FINTRX record rather than a detailed description of how the firm sources or manages client assets.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Walter Costenbader

    Walter Costenbader

    Chief Compliance OfficerCRD 1828345

  • Dominic Martellaro

    Dominic Martellaro

    Chief Executive OfficerCRD 1271857

Contacts

3 of 15
  • Rosa Valencia

    PartnerCRD 4204112

  • Jacob Schultz

    Jacob Schultz

    Director, Portfolio ServicesCRD 7058150

  • James Ryan

    James Ryan

    Head of Business DevelopmentCRD 1082895

Unlock 12 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Bozeman, MT

Gallatin

Location

Bozeman, MT

Headquartered in Bozeman, MT, in the West of the United States.

Region
West
County
Gallatin
Address
443 N Willson Ave
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth