Capital Management Partners, Inc.

Broker-DealerFINRA MemberEst. 1988
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Fairfield, Iowa
CRD number
21973
Registered since
April 18, 1988

Firm profile

FINTRX

Overview

Capital Management Partners, Inc. is listed as a corporation that has been registered with the SEC since 1988 and is identified in the dataset as an individually owned entity. The firm is classified as "Unclassified" in the source record and the profile contains very limited operational detail. The dataset explicitly indicates the firm is not a capital allocator, is not an active ESG investor, and is not designated as a multi-state adviser. The source did not provide descriptions of the firm's advisory activities, client segments, fee structure, or investment preferences. That absence of disclosure in the available record limits what can be said about portfolio construction, model use, or target clientele without consulting regulatory filings or the firm directly.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Peter Ecob

    ControllerCRD 4539865

  • Steven Rubin

    Chairman, DirectorCRD 1812223

  • Paula Clark

    Vice PresidentCRD 1664016

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Fairfield, IA

Jefferson

Location

Fairfield, IA

Headquartered in Fairfield, IA, in the Midwest of the United States.

Region
Midwest
County
Jefferson
Address
1100 N 4th St
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth