Capital Management Partners, LLC
Capital Management Partners, LLC (CRD# 154337) is a financial advisory firm headquartered in , . They manage $9,700,000 in 47 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management10MILLION
Total Number of Accounts47ACCOUNTS
Average Account Value$206,383
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
Steven Lee (CRD# 2977033) is an Investment Advisor Representative working at Capital Management Partners, LLC in Fullerton, CA and has over 20 years of experience in the finance industry.