Be advised. This firm is no longer registered.

Capital Partners Holdings, Inc.

Capital Partners Holdings, Inc. (CRD# 161657) is a financial advisory firm headquartered in Norwalk, CT. They manage $1,161,400,000 in 15 accounts and serve the financial needs of clients across 0 states (or territories).

Current Firm Details
301 Merritt 7, Norwalk, CT 06851
http://heartwoodpartners.com
By the Numbers
  • Total Assets Under Management
    1,161
    MILLION
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $77,426,667
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

Financial Advisors at Capital Partners Holdings, Inc.
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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