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Home > Retirement Planners > new york > bronxville > CAPITAL PRESERVATION PARTNERS, INC.
CAPITAL PRESERVATION PARTNERS, INC.
55 Pondfield Road
Bronxville, New York 10708-3703
Tel: 914-337-2272
About CAPITAL PRESERVATION PARTNERS, INC.
CAPITAL PRESERVATION PARTNERS, INC, formally registered with the SEC as CAPITAL PRESERVATION PARTNERS, INC. The firm was established in 01/02/2009. They have over 2 offices throughout the country.
CAPITAL PRESERVATION PARTNERS, INC. is a Bronxville, New York based Financial Planning firm with nearly $262,234,758 assets under management, offering retirement planning & investment advisory services to 636 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 126340 |
| SEC# | 801-69807 |
| Assets Managed by Firm | $262,234,758 |
| No. of Clients | 636 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 636 | $262,234,758 |
| Individuals (other than high net worth individuals) | 198 | $84,477,603 |
| High net worth individuals | 41 | $173,718,617 |
| Pension and profit sharing plans | 3 | $4,038,538 |
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