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Building 2CAPITAL PRESERVATION PARTNERS, INC.

Map pinBRONXVILLE, NY
Phone914-337-2272
NotebookSEC #801-69807
Total AUM
$222.4M
Employees
3
Clients
417

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
55 PONDFIELD ROAD
BRONXVILLE
NY 10708-3703
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
914-337-2272
Other Offices
1

ReceiptFinancials

Total AUM
$222.4M
Accounts
676
Discretionary
$218.3M
Accounts
673
Non-Discretionary
$4M
Accounts
3

ContactClients

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Individual Clients
356
AUM
$76.5M
HNW Individual Clients
61
AUM
$145.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLNJNYTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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