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Kevin James Mullins

CAPITAL PRESERVATION PARTNERS INC.·BRONXVILLE, New York
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55 PONDFIELD ROAD, BRONXVILLE, NY 10708-3703CRD# 1423465Firm CRD# 126340
01

About

Kevin James Mullins 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# 1423465
Firm CRD# 126340
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kevin James Mullins offer?
Kevin James Mullins specializes in Financial Planning, Investment Management. Contact their office in BRONXVILLE, New York for a consultation.
What are Kevin James Mullins's credentials?
Kevin James Mullins is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin James Mullins located?
Kevin James Mullins 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 Kevin James Mullins charge for services?
Kevin James Mullins'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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Ilir Gjoni — CAPITAL PRESERVATION PARTNERS INC.Greg Border Brogger — COLLECTIVE ASSET MANAGEMENT, LLCChristopher George Shakal — CHIMNEY ROCK INVESTMENTS, LLCDaniel Stuart Macdonald — MDIC INVESTMENT ADVISORY SERVICE, LLCJeffrey W Ziglar — SEVEN GRAND MANAGERS LLC
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