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CAPITAL PRESERVATION PARTNERS INC.
CAPITAL PRESERVATION PARTNERS INC.
CAPITAL PRESERVATION PARTNERS, INC.
BRONXVILLE, New York
·
3 registered advisors
·
CRD# 126340
SEC# 801-69807
1
914-337-2272
01
Firm Overview
AUM
$262M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
04
Advisors at CAPITAL PRESERVATION PARTNERS INC.
3 registered advisors
Ilir Gjoni
BRONXVILLE, New York
CRD# 6765216
Kevin James Mullins
BRONXVILLE, New York
CRD# 1423465
Michael Steven Hymes
BRONXVILLE, New York
CRD# 4723408
05
Office Locations
BRONXVILLE, New York
3 advisors
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Data sourced from SEC Form ADV filings. CAPITAL PRESERVATION PARTNERS INC. (CRD# 126340) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.