Capital Preservation Partners, Inc.

Capital Preservation Partners, Inc. (CRD# 126340) is a financial advisory firm headquartered in Bronxville, NY. They manage $262,234,758 in 636 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
55 Pondfield Road, Bronxville, NY 10708
http://www.cpp.bz
By the Numbers
  • Total Assets Under Management
    262
    MILLION
  • Total Number of Accounts
    636
    ACCOUNTS
  • Average Account Value
    $412,319
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, FL, NJ, NY, TX

Financial Advisors at Capital Preservation Partners, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Ilir Gjoni, financial advisor Bronxville NY
Ilir Gjoni
CRD#: 6765216
55 Pondfield Road, Bronxville, NY 10708

Ilir Gjoni (CRD# 6765216) is an Investment Advisor Representative working at Capital Preservation Partners, Inc. in Bronxville, NY 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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