CP INVESTMENTS, LLC

Broker-DealerFINRA MemberEst. 1989
Total AUM
Advisory reps
39
Avg account
$0

Firm details

Headquarters
Los Angeles, California
CRD number
24029
Registered since
April 17, 1989

Firm profile

FINTRX

Overview

CP Investments, LLC is organized as a limited liability company and has been SEC-registered since 1989. FINTRX classifies the firm as an investment bank; ownership is listed as a domestic entity and individual. The firm is not identified as a capital allocator, is not marked as an active ESG investor, and is not designated a multi-state adviser. Other descriptors such as client base, fee structure, business activities and advisory activities are not provided in the source materials.

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

Owners & executives

3 of 5
  • DOUGLAS ANDERSON

    Partner & Chief Compliance OfficerCRD 5079532

  • LENA NAJARIAN

    Deputy Chief Compliance OfficerCRD 4884296

  • MITCHELL JULIS

    Co-Founder, Co-Chairman and Co-CEOCRD 1223735

Unlock 2 more executives

Contacts

3 of 34
  • MAXCIMILLION Alexander

    DirectorCRD 6213535

  • Liana Plotch

    Registered RepresentativeCRD 7580907

  • SEAN FRAZIER

    Director of Corporate DevelopmentCRD 6342958

Unlock 31 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Los Angeles, CA

LOS ANGELES

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
2000 Avenue of the Stars
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth