KPG CAPITAL PARTNERS, LLC

Broker-DealerFINRA MemberEst. 2013
Total AUM
Advisory reps
9
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 organized as a limited liability company and is registered with the SEC as an investment adviser since 2013. The firm is owned by an individual and is classified in FINTRX data as "unclassified," with no designation as a capital allocator or related adviser. The firm is not flagged as an active ESG investor, is not reported as a multi-state adviser, and is not listed as a newly formed adviser or a pension consultant. FINTRX does not provide details on the firm's client types, fee schedule, or specific advisory activities.

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 8
  • MASSIMO CHIODI

    Managing DirectorCRD 3049049

  • KENNETH GETTINGER

    ChairmanCRD 1511817

  • CAROL KINZER

    FinOpCRD 4519471

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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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