Cordoba Advisory Partners LLC

Cordoba Advisory Partners LLC is a registered investment advisor established in September 2020 and registered in July 2021. The firm offers investment advisory services to high net worth individuals, families, trusts, estates, businesses, and private funds, acting as a fiduciary. Services include investment management, financial planning, and consulting. The firm primarily uses fundamental and technical analysis for investment strategies, focusing on long-term goals. Clients must have a minimum relationship size of $1,000,000 in assets under management. Fees for advisory services range from 0.50% to 1.50% annually, based on factors like service scope and asset level. CAP does not participate in soft dollar programs and does not receive compensation for securities transactions. The firm does not have custody of client accounts and does not engage in principal transactions. Clients have the option to limit the sharing of their personal information. The firm's Privacy Policy ensures the protection and confidentiality of clients' personal information. For more information, clients can contact the firm at (917) 746-4806.