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 organized as a corporation and has been SEC-registered since 1988. The firm is owned by an individual and is classified as “Unclassified” in the available dataset. The record indicates the firm is not designated as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not listed as a pension consultant or related adviser. The dataset does not include a description of the firm’s advisory activities, target client types, or fee schedule.

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

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