Capital Preservation Management

Capital Preservation Management (CRD# 156188) is a financial advisory firm headquartered in Vancouver, WA. They manage $9,173,290 in 56 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    56
    ACCOUNTS
  • Average Account Value
    $163,809
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Capital Preservation Management
Showing 1 - 1 of 1 top financial advisors.
1
Kess T. Romano
CRD#: 4655451
4610 Ne 77th Ave, Ste 127, Vancouver, WA 98662
73
Wealthminder
score

Kess Romano (CRD# 4655451) is an Investment Advisor Representative working at Capital Preservation Management in Vancouver, WA and has over 7 years of experience in the finance industry.

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