Unclaimed Profile

Ilir Gjoni

CAPITAL PRESERVATION PARTNERS INC.·BRONXVILLE, New York

Clean record3 years registeredCAPITAL PRESERVATION PARTNERS INC.

55 PONDFIELD ROAD, BRONXVILLE, NY 10708-3703CRD# 6765216Firm CRD# 126340

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ilir Gjoni · BRONXVILLE, NY

Registration

CRD #6765216 · CAPITAL PRESERVATION PARTNERS INC. · 3 years registered

Brand Profile

Not yet started

Career History

CAPITAL PRESERVATION PARTNERS, INC.

Mar 2023 – present

Registrations & Exams

Registration record

First registered · March 23, 2023

Years registered · 3

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPITAL PRESERVATION PARTNERS INC.

CRD 126340 · SEC 801-69807

AUM

$262M

Regulatory assets under management

Employees

636 client accounts

Services offered by CAPITAL PRESERVATION PARTNERS INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CAPITAL PRESERVATION PARTNERS INC. →

Introduction

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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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