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John C Willert

CAPITAL PARTNERS, INC.·NORWALK, Connecticut
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301 MERRITT 7, NORWALK, CT 06851CRD# 6171455Firm CRD# 161657
01

About

John C Willert 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# 6171455
Firm CRD# 161657
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John C Willert offer?
John C Willert specializes in Retirement Planning. Contact their office in NORWALK, Connecticut for a consultation.
What are John C Willert's credentials?
John C Willert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John C Willert located?
John C Willert is based in NORWALK, Connecticut, working with CAPITAL PARTNERS, INC.. Their office serves clients in the NORWALK metropolitan area and surrounding communities.
How does John C Willert charge for services?
John C Willert'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.
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Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
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