CAPITAL PRESERVATION PARTNERS INC.

CAPITAL PRESERVATION PARTNERS, INC.
BRONXVILLE, New York·3 registered advisors·CRD# 126340
SEC# 801-698071914-337-2272
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 PlanningInvestment Management
04

Advisors at CAPITAL PRESERVATION PARTNERS INC.

3 registered advisors
Ilir Gjoni
BRONXVILLE, New York
Kevin James Mullins
BRONXVILLE, New York
Michael Steven Hymes
BRONXVILLE, New York
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.