VESTPRO FINANCIAL PARTNERS, INC. DBA CPF TEXAS
Legal name: CPF TEXAS
CRD #122484 SEC #801-80920 PLANO, TX 214-696-2323
SEC Registered
Total AUM
$233M
Discretionary
$233M
Employees
12
Clients
101
Accounts
527
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2018 | $233M | $233M | $0 | 12 | 198 |
| Mar 2017 | $206.8M | $206.8M | $0 | 11 | 200 |
| Jul 2016 | $189.7M | $189.7M | $0 | 8 | 200 |
| Mar 2016 | $189.7M | $189.7M | $0 | 8 | 200 |
| Sep 2015 | $200M | $200M | $0 | 7 | 200 |
| Sep 2015 | $200M | $200M | $0 | 7 | 200 |
| Aug 2015 | $200M | $200M | $0 | 7 | 200 |
| Apr 2015 | $200M | $200M | $0 | 7 | 200 |
| Jan 2015 | $129.6M | $129.6M | $0 | 7 | 200 |
DateMar 2018
Total AUM$233M
Discretionary$233M
Non-Disc.$0
Employees12
Clients198
DateMar 2017
Total AUM$206.8M
Discretionary$206.8M
Non-Disc.$0
Employees11
Clients200
DateJul 2016
Total AUM$189.7M
Discretionary$189.7M
Non-Disc.$0
Employees8
Clients200
DateMar 2016
Total AUM$189.7M
Discretionary$189.7M
Non-Disc.$0
Employees8
Clients200
DateSep 2015
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees7
Clients200
DateSep 2015
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees7
Clients200
DateAug 2015
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees7
Clients200
DateApr 2015
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees7
Clients200
DateJan 2015
Total AUM$129.6M
Discretionary$129.6M
Non-Disc.$0
Employees7
Clients200