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    Capital Portfolio Management, Inc.

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    Description

    • Capital Portfolio Management, INC is a full service Boutique style brokerage firm with a client first philosophy. CPMI specializes in helping clients reach their financial goals. We offer a wide variety of investments to build a portfolio based on your needs. More Specifically we offer such investment choices such as stocks, bonds, annuities, 529 plans, life insurance policies, and 401(k) plans. Call us today to take advantage of what we have to offer. MEMBERS FINRA MSRB SIPC
    • location

      Headquarters:2205 York Rd Ste 203, Lutherville Timonium, Maryland, United States

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    • Capital Portfolio Management, Inc. phone

      Phone Number: +1 443-495-1000

    • Capital Portfolio Management, Inc. website

      Website: https://www.cpminvestments.com

    • Capital Portfolio Management, Inc. employees

      Employees:11

    • Capital Portfolio Management, Inc. revenue

      Revenue:$1 - 10M

    • Capital Portfolio Management, Inc. legal name

      Legal Name:Capital Portfolio Management, Inc.

    • Capital Portfolio Management, Inc.'s Social Media

      Capital Portfolio Management, Inc. linkedin
    • done Is this data correct?

    • |  NAICS Code: 523920  |

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    Person level website identification

    Partner At Capital Portfolio Management, Inc for Capital Portfolio Management, Inc.

    Patrick Brown

    Partner At Capital Portfolio Management, Inc

    Person level website visitor identification

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    View Employees

    Patrick Brown

    Partner At Capital Portfolio Management, Inc

    Charles Laubach

    Vice President

    Mike Lawrence

    Senior Vice President

    Awma Jim Dejulio

    Director Of Financial Planning

    Jared Rand

    Portfolio Manager

    Frequently Asked Questions regarding Capital Portfolio Management, Inc.

    • Where are Capital Portfolio Management, Inc.'s Headquarters?

      Capital Portfolio Management, Inc.'s Headquarters are in 2205 York Rd Ste 203,Lutherville Timonium,Maryland,United States

    • What is Capital Portfolio Management, Inc.'s phone number?

      Capital Portfolio Management, Inc.'s phone number is +1 443-495-1000

    • What is Capital Portfolio Management, Inc.'s official website?

      Capital Portfolio Management, Inc.'s official website is https://www.cpminvestments.com

    • What is Capital Portfolio Management, Inc.'s Revenue?

      Capital Portfolio Management, Inc.'s revenue is $1 - 10M

    • What is Capital Portfolio Management, Inc.'s NAICS code?

      Capital Portfolio Management, Inc.'s NAICS code is 523920

    • How many employees are working in Capital Portfolio Management, Inc.

      Capital Portfolio Management, Inc. has 11 employees

    • What is Capital Portfolio Management, Inc.'s Industry?

      Capital Portfolio Management, Inc. is in the industry of Financial Services

    • Who is Capital Portfolio Management, Inc.'s Partner At Capital Portfolio Management, Inc?

      Capital Portfolio Management, Inc.'s Partner At Capital Portfolio Management, Inc is Patrick Brown

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