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).
Current Firm Details
Capital Management Partners, LLC
By the Numbers
-
Total Assets Under Management10MILLION
-
Total Number of Accounts47ACCOUNTS
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Average Account Value$206,383
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- 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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Capital Management Partners, LLC
No Advisor Found.
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