AdvisorOS Directory
Claim Profile
ET

Edwin C Tan

CAPITAL PARTNERS, INC.·NORWALK, Connecticut
Unclaimed Profile
301 MERRITT 7, NORWALK, CT 06851CRD# 6171471Firm CRD# 161657
01

About

Edwin C Tan is a registered financial advisor based in NORWALK, Connecticut, affiliated with CAPITAL PARTNERS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CAPITAL PARTNERS HOLDINGS, INC.
CAPITAL PARTNERS HOLDINGS, INC.
AUM
$1.2B
Regulatory assets under management
Employees
25
Total firm employees
View all advisors at CAPITAL PARTNERS HOLDINGS, INC. →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: WE RECEIVE A PERCENTAGE OF EBITDA FROM PORTFOLIO COMPANIES
Regulatory
SEC/IARD CRD# 6171471
Firm CRD# 161657
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NORWALK?

Browse all registered financial advisors in NORWALK, Connecticut or claim this profile if it's yours.

Browse NORWALK AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Edwin C Tan offer?
Edwin C Tan specializes in Retirement Planning. Contact their office in NORWALK, Connecticut for a consultation.
What are Edwin C Tan's credentials?
Edwin C Tan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Edwin C Tan located?
Edwin C Tan is based in NORWALK, Connecticut, working with CAPITAL PARTNERS, INC.. Their office serves clients in the NORWALK metropolitan area and surrounding communities.
How does Edwin C Tan charge for services?
Edwin C Tan's firm is compensated through percentage of aum, performance-based fees, other: we receive a percentage of ebitda from portfolio companies. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPITAL PARTNERS, INC.?
CAPITAL PARTNERS, INC. has approximately 25 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in NORWALK
Thomas John Kelleher — BR DIALECTIC CAPITAL MANAGEMENT, LLCJohn Aaron Fichthorn — DIALECTIC CAPITAL MANAGEMENT LPKimberly Ann Morabito — ERG ASSET MANAGEMENT LLCGuy Locke — ERG ASSET MANAGEMENT LLCBryant Richard Riley — BR DIALECTIC CAPITAL MANAGEMENT, LLC
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile