Capital Preservation Management

Capital Preservation Management (CRD# 156188) is a financial advisory firm headquartered in Vancouver, WA. They manage $100,048,630 in 4 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
4660 Ne 77th Avenue, Suite 200, Vancouver, WA 98662
By the Numbers
  • Total Assets Under Management
    100
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $25,012,158
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Capital Preservation Management
Showing 1 - 4 of 4 top financial advisors.
1
Christine Cole, financial advisor Vancouver WA
Christine L. Cole
CRD#: 6914129
4660 Ne 77th Avenue, Suite 200, Vancouver, WA 98662

Christine Cole (CRD# 6914129) is an Investment Advisor Representative working at Capital Preservation Management in Vancouver, WA and has over 6 years of experience in the finance industry.

2
Kess Romano, financial advisor Vancouver WA
Kess T. Romano
CRD#: 4655451
4660 Ne 77th Avenue, Suite 200, Vancouver, WA 98662

Kess Romano (CRD# 4655451) is an Investment Advisor Representative working at Capital Preservation Management in Vancouver, WA and has over 13 years of experience in the finance industry.

3
Theodore Cassel, financial advisor Vancouver WA
Theodore Cassel
CRD#: 7472984
4660 Ne 77th Avenue, Suite 200, Vancouver, WA 98662

Theodore Cassel (CRD# 7472984) is an Investment Advisor Representative working at Capital Preservation Management in Vancouver, WA and has 1 year of experience in the finance industry.

4
Brian Dillon, financial advisor Vancouver WA
Brian W. Dillon
CRD#: 7376679
4660 Ne 77th Avenue, Suite 200, Vancouver, WA 98662

Brian Dillon (CRD# 7376679) is an Investment Advisor Representative working at Capital Preservation Management in Vancouver, WA and has 1 year 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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