$95,000 AUM | $750,000 GDC in Bronxville, NY

Market
Advisor
Member Level
Basic
Last Activity
today
General
Listing Type
Buyer
Location
Bronxville, NY, US
Fee 0% Commission 100%
Gross Revenue
$750,000.00
# of Accounts
320
Avg Client Age
62
Overview

Capital Preservation Partners is a boutique wealth management firm located in the heart of Bronxville, NY. We handle wealthy local clients as well as young couples that are beginning to address their long term financial needs. We are not limited to local clients as our clientele ranges from coast to coast! If you are looking for a serious transition that will ensure long term client satisfaction as well protect the reputation you have built you found your match.

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