Cp Capital Securities, Inc. is an adviser based in Miami. It manages $60 million of regulatory assets for 15 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of California and Florida.
Cp Capital Securities provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Cp Capital Securities, Inc. is $60 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Cp Capital Securities, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Harold Lee Connell has been acting as President since 1 Nov 2000. Howard Brian Landers joined the executive team most recently as the Finop.
The principal office where Cp Capital Securities, Inc. performs its advisory services is located at 1428 Brickell Avenue, Miami, FL 33131, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 305-702-5500 or by fax 305-702-5569. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.cpcapital.com.