Vestpro Financial Partners, Inc. Dba Cpf Texas is a large advisory firm based in Plano. It manages $233 million of regulatory assets for 527 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of California, Colorado, Louisiana, Oklahoma, and Texas.
Vestpro Financial Partners, Inc. Dba Cpf Texas provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Vestpro Financial Partners, Inc. Dba Cpf Texas is $233 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 17% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Vestpro Financial Partners, Inc. Dba Cpf Texas for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Christopher Joel Lipper is high net worth individuals with 60 clients and $106.39 million of assets under management. Among the 8 most similar advisory firms, Vestpro Financial Partners, Inc. Dba Cpf Texas has the 3rd lowest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $184.07 million for 161 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Vestpro Financial Partners, Inc. Dba Cpf Texas doesn't advise any private funds.
The company employs 12 people that are either part- or full-time employees. 42 percent of the employees work as investment advisers or researchers. 6 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Christopher Joel Lipper has been acting as President since 1 Oct 2007. Lesli Anne Harlan joined the executive team most recently as the Chief Compliance Officer.
The principal office where Vestpro Financial Partners, Inc. Dba Cpf Texas performs its advisory services is located at 2500 Dallas Parkway, Plano, TX 75093, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 214-696-2323 or by fax 214-696-8885. The normal business hours are 8:00a.m. to 5:00p.m. on Monday - Friday. You can find more information about the New York firm at cpftexas.com.