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 a limited liability company that has been SEC-registered since 2011. FINTRX classifies ownership as a domestic entity and individual combination and lists the firm’s classification as unclassified. The database indicates the firm is not an active ESG investor, not a multi-state adviser for FINTRX purposes, not a capital allocator, and not a pension consultant. FINTRX does not provide details about the firm’s advisory or business activities, nor does it list a client profile or fee structure in the snapshot available.

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
  • Dominic Martellaro

    Dominic Martellaro

    Chief Executive OfficerCRD 1271857

  • Walter Costenbader

    Walter Costenbader

    Chief Compliance OfficerCRD 1828345

Contacts

3 of 15
  • Kenneth Merritt

    Kenneth Merritt

    Managing DirectorCRD 2449420

  • Rosa Valencia

    PartnerCRD 4204112

  • James Yount

    James Yount

    President and Senior Managing DirectorCRD 2373645

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