Assets Under Management
$15.8M
Number of Clients
30
Number of Advisors
1
Average Client AUM
$527K
AUM per Advisor
$15.8M
Compensation
Fee-Only (AUM)
Capital Portfolio Management, Inc. offers portfolio management services tailored to individual client objectives and qualified plan consulting services. Portfolio management involves ongoing management of investment accounts, while qualified plan consulting offers various services to qualified plans.
9515 Deereco Rd, Suite 1010, Timonium, MD, 21093