Capital Preservation Management
Capital Preservation Management (CRD# 156188) is a financial advisory firm headquartered in Vancouver, WA. They manage $7,427,745 in 49 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management7MILLION
Total Number of Accounts49ACCOUNTS
Average Account Value$151,587
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Kess Romano (CRD# 4655451) is an Investment Advisor Representative working at Capital Preservation Management in Vancouver, WA and has over 5 years of experience in the finance industry.