Partners Capital Management, Inc.

Partners Capital Management, Inc. (CRD# 112585) is a financial advisory firm headquartered in Colorado Springs, CO. They manage $26,032,791 in 37 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    37
    ACCOUNTS
  • Average Account Value
    $703,589
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

CO, TX

Financial Advisors at Partners Capital Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Stephen R. Moore
CRD#: 339310
6375 Lehman Drive, Suite 100, Colorado Springs, CO 80918
96
Wealthminder
score

Stephen Moore (CRD# 339310) is an Investment Advisor Representative working at Partners Capital Management, Inc. in Colorado Springs, CO and has over 32 years of experience in the finance industry. Stephen Moore has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Ellen J. Powers
CRD#: 1472465
Colorado Springs, CO
96
Wealthminder
score

Ellen Powers (CRD# 1472465) is an Investment Advisor Representative working at Partners Capital Management, Inc. in Colorado Springs, CO and has over 30 years of experience in the finance industry. Ellen Powers has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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