Destra Capital Investments LLC

Broker-DealerFINRA MemberEst. 2011
Total AUM
—
Advisory reps
16
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 is SEC-registered since 2011. FINTRX classifies ownership as a mix of a domestic entity and an individual and lists the firm as unclassified for investment-manager type. The dataset indicates the firm is not an active ESG investor, is not a capital allocator, and is not designated as a multi-state adviser. Other details about client types, fee schedules, or specific advisory activities were not provided in the source material.

Assets & Accounts

Investments & Alternatives

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

1 of 1
  • Dominic Martellaro

    Dominic Martellaro

    Chief Executive OfficerCRD 1271857

Contacts

3 of 15
  • Rosa Valencia

    PartnerCRD 4204112

  • James Ryan

    James Ryan

    Head of Business DevelopmentCRD 1082895

  • Daniel Watnee

    Daniel Watnee

    Managing DirectorCRD 5016087

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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