AdvisorOS Directory
Claim Profile
AF

Andrew Paul Funk

WINDOW ROCK CAPITAL PARTNERS LLC·GILBERT, Arizona
Unclaimed Profile
2915 EAST BASELINE ROAD, GILBERT, AZ 85234CRD# 6564619Firm CRD# 269952
01

About

Andrew Paul Funk is a registered financial advisor based in GILBERT, Arizona, affiliated with WINDOW ROCK CAPITAL PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
WINDOW ROCK CAPITAL PARTNERS LLC
WINDOW ROCK CAPITAL PARTNERS LLC
AUM
$77M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at WINDOW ROCK CAPITAL PARTNERS LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6564619
Firm CRD# 269952
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in GILBERT?

Browse all registered financial advisors in GILBERT, Arizona or claim this profile if it's yours.

Browse GILBERT AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Andrew Paul Funk offer?
Andrew Paul Funk specializes in Retirement Planning. Contact their office in GILBERT, Arizona for a consultation.
What are Andrew Paul Funk's credentials?
Andrew Paul Funk is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew Paul Funk located?
Andrew Paul Funk is based in GILBERT, Arizona, working with WINDOW ROCK CAPITAL PARTNERS LLC. Their office serves clients in the GILBERT metropolitan area and surrounding communities.
How does Andrew Paul Funk charge for services?
Andrew Paul Funk's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WINDOW ROCK CAPITAL PARTNERS LLC?
WINDOW ROCK CAPITAL PARTNERS LLC has approximately 12 employees and manages $77M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in GILBERT
Jeffrey Stephen Watts — WATTS GWILLIAM & COMPANY, LLCDaniel Bradford Gwilliam — WATTS GWILLIAM & COMPANY, LLCDavid Bruce Watts — WATTS GWILLIAM & COMPANY, LLCVearle Martineau Jones — VM JONES FINANCIAL CONSULTING, L.L.C.Jeffrey Louis Pettiford — WINDOW ROCK CAPITAL PARTNERS LLC
Nearby cities in Arizona
SCOTTSDALE (467)PHOENIX (224)TUCSON (124)MESA (41)CHANDLER (24)
City Guides
SCOTTSDALE GuidePHOENIX GuideTUCSON GuideMESA GuideCHANDLER Guide
Research
Advisor Fees in ArizonaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile