Capital Management Partners, Inc.

Broker-DealerFINRA Member
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 a privately held corporate advisory firm owned by an individual. Publicly reported details about its business lines and client focus are minimal: the firm is classified as "unclassified" in the source data and does not identify as a multi-state adviser, a pension consultant, a related adviser, or a capital allocator. The firm also does not list itself as an active ESG investor and is not flagged as newly formed. Available disclosures do not describe investment strategies, fee schedules, or specific advisory activities, indicating limited public filing activity or minimal information provided to the data source.

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth