CRD: 126340
Capital Preservation Partners, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-01-1992
- Office Locations
- 1
Office Locations
About Capital Preservation Partners, Inc.
Capital Preservation Partners (CPP) is a Bronxville, NY RIA providing financial planning and investment guidance for retail clients, including portfolio construction, tax and estate planning, charitable giving, and insurance planning. The firm emphasizes asset allocation across mutual funds, ETFs, fixed income and real estate exposures. Led by CFP managing directors; custody at Charles Schwab.
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Investment Themes
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Owner & Executives
ILIR GJONI
Certified Financial Planner, MANAGING DIRECTOR
- CRD
- #6765216
- Ownership
- 75% or more
KEVIN JAMES MULLINS
Certified Financial Planner, MANAGING DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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MADELINE ISAACS NOVECK
President
- CRD
- #1084857
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $218,325,929 | $324,407 |
| Non-Discretionary | $4,038,537 | $1,346,179 |
| Total | $222,364,466 | $328,942 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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