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56 Capital Partners, Ltd.

Headquartered in COLORADO SPRINGS, CO

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Firm Information

56 Capital Partners, Ltd. is an investment advisory firm with 3 licensed agents and 3 investment adviser representatives. They have regulatory assets under management of $83,073,727 across 494 accounts. The firm offers financial planning, pension consulting, and portfolio management services for individuals. They primarily work with high-net-worth individuals and individuals other than high-net-worth individuals, managing $30,448,130 and $28,863,932 in assets respectively. They also work with pension and profit-sharing plans, managing $23,761,665 in assets.

56 Capital Partners, Ltd.

$83.07M

Assets Under Management

4

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

56 CAPITAL PARTNERS, LTD. has a total of 1 branch locations across the country.
location

COLORADO SPRINGS, CO

Advisors at 56 Capital Partners, Ltd.

View All 2 Advisors
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Erin Renee Watkins

RA

COLORADO SPRINGS, CO

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Derek Jacob Martin

CFP®, CFC®, RA

COLORADO SPRINGS, CO

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Disclosures

There are no public disclosures for 56 Capital Partners, Ltd..

Frequently Asked Questions (6)

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