Capital Portfolio Management, Inc.
Capital Portfolio Management, Inc. (CRD# 29302) is a financial advisory firm headquartered in Lutherville-Timonium, MD. They manage $17,500,000 in 32 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Capital Portfolio Management, Inc.
By the Numbers
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Total Assets Under Management18MILLION
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Total Number of Accounts32ACCOUNTS
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Average Account Value$546,875
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MD
Financial Advisors at Capital Portfolio Management, Inc.
1
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 (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.
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