KPG Capital Partners, LLC

Broker-DealerFINRA MemberEst. 2013
Total AUM
Advisory reps
10
Avg account
$0

Firm details

Headquarters
Park City, Utah
CRD number
165392
Registered since
April 11, 2013

Firm profile

FINTRX

Overview

KPG Capital Partners, LLC is an SEC-registered limited liability company that first registered in 2013. The firm is held by an individual owner and is classified in the available record as unclassified. The snapshot data flags several operational attributes: it does not identify as a capital allocator, does not report active ESG investing, and is not registered as a multistate adviser. The record also indicates the adviser is not listed as a pension consultant or a related adviser. Public filings and the provided snapshot do not break out the firm’s advisory business lines, target client segments, or fee structure, so a detailed description of its service model and product focus cannot be drawn from this dataset.

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

1 of 1
  • Shauna Bushman

    Chief Compliance OfficerCRD 5231277

Contacts

3 of 9
  • Massimo Chiodi

    Massimo Chiodi

    Managing DirectorCRD 3049049

  • Ella Dalton

    Ella Dalton

    Marketing RepresentativeCRD 8141699

  • Kenneth Gettinger

    Kenneth Gettinger

    ChairmanCRD 1511817

Unlock 6 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Park City, UT

Summit

Location

Park City, UT

Headquartered in Park City, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
Summit
Address
1389 Center Dr
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth