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Ilir Gjoni

CAPITAL PRESERVATION PARTNERS INC.·BRONXVILLE, New York
Unclaimed Profile
55 PONDFIELD ROAD, BRONXVILLE, NY 10708-3703CRD# 6765216Firm CRD# 126340
01

About

Ilir Gjoni is a registered financial advisor based in BRONXVILLE, New York, affiliated with CAPITAL PRESERVATION PARTNERS INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CAPITAL PRESERVATION PARTNERS INC.
CAPITAL PRESERVATION PARTNERS, INC.
AUM
$262M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at CAPITAL PRESERVATION PARTNERS INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 6765216
Firm CRD# 126340
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Ilir Gjoni offer?
Ilir Gjoni specializes in Financial Planning, Investment Management. Contact their office in BRONXVILLE, New York for a consultation.
What are Ilir Gjoni's credentials?
Ilir Gjoni is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ilir Gjoni located?
Ilir Gjoni is based in BRONXVILLE, New York, working with CAPITAL PRESERVATION PARTNERS INC.. Their office serves clients in the BRONXVILLE metropolitan area and surrounding communities.
How does Ilir Gjoni charge for services?
Ilir Gjoni's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPITAL PRESERVATION PARTNERS INC.?
CAPITAL PRESERVATION PARTNERS INC. has approximately 3 employees and manages $262M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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