Investment adviser · CRD 122484
CPF TEXAS
Investment adviser filing (IA)
VESTPRO FINANCIAL PARTNERS, INC. DBA CPF TEXAS
PLANO, TX, United States · Form ADV filed Mar 13, 2018
- Regulatory AUM
- $233M Form ADV · Item 5.F
- Client accounts
- 527 Accounts, not individual clients
- Employees
- 12 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 60 | $106,388,910 | 45.7% |
| Other clients | 37 | $48,930,510 | 21.0% |
| Corporations & businesses | 8 | $40,868,626 | 17.5% |
| Individuals | 82 | $34,950,365 | 15.0% |
| Charities | Fewer than 5 | $1,864,019 | 0.8% |
| Retirement plans | 8 | $0 | 0.0% |
Filing source
Form ADV 1185068 · Mar 13, 2018 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 13, 2018. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
2500 DALLAS PARKWAY, SUITE 495PLANO, TX, 75093, United States
CRD 122484
Filing source
Form ADV 1185068 · Mar 13, 2018 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.