CPAI, CO.

WICHITA, Kansas·2 registered advisors·CRD# 107222
SEC# 801-29301316-682-5148
01

Firm Overview

AUM
$14M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Market timing services
Compensation
Percentage of AUM
03

Specialties

Investment ManagementWealth ManagementFee-Only Advisory
04

Advisors at CPAI, CO.

2 registered advisors
Donald S. Peters
WICHITA, Kansas
Polly Peters
WICHITA, Kansas
05

Office Locations

WICHITA, Kansas
2 advisors

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Data sourced from SEC Form ADV filings. CPAI, CO. (CRD# 107222) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.