Capital Portfolio Management, Inc.

Capital Portfolio Management, Inc. (CRD# 29302) is a financial advisory firm headquartered in Lutherville-Timonium, MD. They manage $10,500,000 in 18 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
9515 Deereco Rd, Suite 1010, Lutherville-Timonium, MD 21093
http://www.cpminvestments.com
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    18
    ACCOUNTS
  • Average Account Value
    $583,333
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MD

Financial Advisors at Capital Portfolio Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Patrick Dyer, financial advisor Lutherville-Timonium MD
Patrick V. Dyer
CRD#: 1668143
9515 Deereco Road, Suite 1010, Lutherville-Timonium, MD 21093

Patrick Dyer (CRD# 1668143) is an Investment Advisor Representative working at Capital Portfolio Management, Inc. in Lutherville-Timonium, MD and has over 35 years of experience in the finance industry.

2
Veralynn Morris, financial advisor Lutherville-Timonium MD
Veralynn M. Morris
CRD#: 1016334
9515 Deereco Road, Suite 1010, Lutherville-Timonium, MD 21093

Veralynn Morris (CRD# 1016334) is an Investment Advisor Representative working at Capital Portfolio Management, Inc. in Lutherville-Timonium, MD and has over 27 years of experience in the finance industry.

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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