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Capital Management Partners, Inc.

EST. AUM
$500,000,000

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CLIENT ACCOUNTS

Firm Details

Metro area Des Moines
CRD Number 21973
Website n
Client types

Overview

Capital Management Partners, Inc. is a FINRA-registered broker-dealer and SEC-regulated financial services firm. The firm provides brokerage, wealth management, financial planning, and investment advisory-related services to individual and institutional clients. Its business model centers on helping clients manage investment portfolios and financial objectives rather than directly managing private equity, venture capital, or private credit funds. The firm operates under FINRA and SEC regulatory oversight and offers access to a range of investment products and advisory solutions.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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