Ilir
Gjoni
Capital Preservation Partners, Inc
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About this Advisor
Ilir Gjoni is a financial advisor based in Bronxville, New York, working with Capital Preservation Partners, Inc. Ilir has previously held a position at Capital Preservation Partners and is registered to provide services in California, New York, and Texas. Currently, Ilir is part of Capital Preservation Partners, Inc, which operates out of Bronxville, New York. The firm has one office and three employees. The firm manages assets totaling $262.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Capital Preservation Partners, Inc includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Capital Preservation Partners, Inc Brokerage Details
$262,234,758
3
636
$412,319
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Ilir Gjoni Work History
Capital Preservation Partners
Disclosures
Please visit the SEC profile of Ilir Gjoni to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Capital Preservation Partners, Inc
Bronxville, NY
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