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. Public records in FINTRX indicate the firm is owned by an individual and is categorized as "Unclassified" within that dataset. The profile contains limited disclosure about the firm's advisory activities, client types, or investment strategy. FINTRX flags the firm as not positioning itself as a capital allocator, not active on ESG considerations, not a multi-state adviser, not newly formed, and not a pension consultant or related adviser.

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
  • Paula Clark

    Vice PresidentCRD 1664016

  • Steven Rubin

    Chairman, DirectorCRD 1812223

  • Peter Ecob

    ControllerCRD 4539865

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth