CP Investments, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
44
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 is classified in the source data as an investment bank. Ownership is shown as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator and does not flag active ESG investing activity. The snapshot data also indicates CP Investments does not operate as a multi-state adviser, is not described as a newly formed adviser, and is not listed as a pension consultant or related adviser. No specific advisory services, fee schedules, client demographics, or investment strategies are provided in the available record.

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 4
  • Mitchell Julis

    Mitchell Julis

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

  • Robin Potts

    Robin Potts

    Partner and Chief Investment OfficerCRD 4831491

  • David Young

    David Young

    Deputy Chief Compliance OfficerCRD 4829841

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Contacts

3 of 40
  • Joshua Friedman

    Joshua Friedman

    Co-FounderCRD 1315528

  • Douglas Anderson

    Douglas Anderson

    PartnerCRD 5079532

  • Karyn Leech Frazeur

    Registered RepresentativeCRD 2659251

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth