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Building 21015 CAPITAL PARTNERS, LLC

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Phone610-574-7036
NotebookSEC #801-129791
Total AUM
$150.4M
Employees
2
Clients
20

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM-5:00 PM
Monday - Friday
Phone
610-574-7036
Other Offices
1

ReceiptFinancials

Total AUM
$150.4M
Accounts
57
Discretionary
$148.4M
Accounts
53
Non-Discretionary
$2M
Accounts
4

ContactClients

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Individual Clients
1
AUM
$549.9K
HNW Individual Clients
18
AUM
$147.9M
Charitable Organization Clients
1
AUM
$2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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