Capital Management Partners

Finance · Massachusetts, United States · 1-10 Employees

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Overview

Headquarters

100 Corporate Pl Ste 306, Peabody, Massa...

Phone Number

(888) 535-8989

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Capital Management Partners

Capital Management Partners is an independent financial advisory firm based in Lynnfield, MA, specializing in comprehensive financial planning and wealth management services. They cater to a diverse clientele, including individuals, families, business owners, educators, medical professionals, and socially responsible investors. The firm emphasizes building long-term relationships based on trust and integrity, providing tailored guidance to help clients achieve their financial goals. Their team of seasoned advisors offers a wealth of knowledge and support throughout the financial journey.Explore more
Capital Management Partners's Social MediaPopular SearchesCapital Management Partners LLCCapital ManagementCapital Management PartnersTeacher Retirement Solutions LLCSIC Code 62,628NAICS Code 52,523Show more

Capital Management Partners Org Chart

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Peter Ecob, Chief Financial Officer at Capital Management Partners
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Chief Financial Officer

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ES
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VP-Partner

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CS
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Partner

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CL
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Carolina M. Lazzari, CFP, EA, AIF

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Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Capital Management Partne...

<$5M
1-10
Private
-
-
Peter Ecob, Chief Financial Officer at Capital Management Partners
Peter EcobChief Financial Officer
<$5M
11-50
Private
-
2014
MH
Meredith HazenFinancial Advisor
<$5M
11-50
Private
-
2014
JS
James StorkSenior Manager, Wealth
<$5M
1-10
Private
-
1988
DP
Darin PierceFinancial Partner & President
<$5M
1-10
Private
-
2002
AP
Amy PabonOffice Manager
<$5M
1-10
Private
-
-
KS
Kaylie ShepardDirector, Client Relations
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Capital Management Partners is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Capital Management Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Capital Management Partners.

Capital Management Partners Tech Stack

A closer look at the technologies used by Capital Management Partners

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Frequently Asked Questions Regarding Capital Management Partners

What is Capital Management Partners's official website?
Capital Management Partners's official website is www.cmpadvisors.com
What is Capital Management Partners's Revenue?
Capital Management Partners's revenue is <$5 Million
What is Capital Management Partners's SIC code?
Capital Management Partners's SIC: 62,628
What is Capital Management Partners's NAICS code?
Capital Management Partners's NAICS: 52,523
How many employees does Capital Management Partners have?
Capital Management Partners has 1-10 employees
What industry does Capital Management Partners belong to?
Capital Management Partners is in the industry of: Finance, Securities Trading
What is Capital Management Partners competition?
Capital Management Partners top competitors include: Andrews DeMartino Wealth Strategies Firm, The Pinnacle Financial Group, Affinity Wealth Solutions, English Financial Group
What technology does Capital Management Partners use?
Some of the popular technologies that Capital Management Partners uses are: DocuSign, Drupal, Cloudflare Website Optimization, Google Universal Analytics
Who is the CFO of Capital Management Partners?
Capital Management Partners's CFO is Peter Ecob
How do I contact Capital Management Partners?
Capital Management Partners contact info: Phone number: (888) 535-8989 Website: www.cmpadvisors.com
What does Capital Management Partners do?

Capital Management Partners is an independent financial advisory firm based in Lynnfield, MA, specializing in comprehensive financial planning and wealth management services. They cater to a diverse clientele, including individuals, families, business owners, educators, medical professionals, and socially responsible investors. The firm emphasizes... building long-term relationships based on trust and integrity, providing tailored guidance to help clients achieve their financial goals. Their team of seasoned advisors offers a wealth of knowledge and support throughout the financial journey.Read More

What are Capital Management Partners social media links?
Capital Management Partners Linkedin page Capital Management Partners Twitter page Capital Management Partners Facebook page
Is Capital Management Partners a public company?
Capital Management Partners is private company therefore does not currently have an official ticker symbol
See more information about Capital Management Partners

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