Be advised. This firm is no longer registered.

Capital Preservation Investment Management LLC

Capital Preservation Investment Management LLC (CRD# 292161) is a financial advisory firm headquartered in Issaquah, WA. They manage $8,500,000 in 6 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $1,416,667
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Capital Preservation Investment Management LLC
No Advisor Found.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.