Capital Preservation Group LLC

Capital Preservation Group LLC (CRD# 305387) is a financial advisory firm headquartered in , . They manage $48,506,564 in 205 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.capital-preservation.com
By the Numbers
  • Total Assets Under Management
    49
    MILLION
  • Total Number of Accounts
    205
    ACCOUNTS
  • Average Account Value
    $236,617
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Capital Preservation Group LLC
Showing 1 - 1 of 1 top financial advisors.
1
Michael Messmer, financial advisor Milford OH
Michael J. Messmer
CRD#: 6013216
Milford, OH

Michael Messmer (CRD# 6013216) is an Investment Advisor Representative working at Capital Preservation Group LLC in Milford, OH and has over 11 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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