Capital Preservation Partners, Inc.
Capital Preservation Partners, Inc. (CRD# 126340) is a financial advisory firm headquartered in Bronxville, NY. They manage $262,234,758 in 636 accounts and serve the financial needs of clients across 6 states (or territories).
Current Firm Details
Capital Preservation Partners, Inc.
By the Numbers
-
Total Assets Under Management262MILLION
-
Total Number of Accounts636ACCOUNTS
-
Average Account Value$412,319
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CT, FL, NJ, NY, TX
Financial Advisors at Capital Preservation Partners, Inc.
1
Ilir Gjoni (CRD# 6765216) is an Investment Advisor Representative working at Capital Preservation Partners, Inc. in Bronxville, NY and has 1 year of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.