Unclaimed Profile

Ketan S Parekh

WINDOW ROCK CAPITAL PARTNERS LLC·GILBERT, Arizona

Clean recordWINDOW ROCK CAPITAL PARTNERS LLC

2915 EAST BASELINE ROAD, GILBERT, AZ 85234CRD# 3169774Firm CRD# 269952

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ketan S Parekh · GILBERT, AZ

Registration

CRD #3169774 · WINDOW ROCK CAPITAL PARTNERS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Ketan S Parekh 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.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

WINDOW ROCK CAPITAL PARTNERS LLC

AUM

$77M

Regulatory assets under management

Employees

Total firm employees

View all advisors at WINDOW ROCK CAPITAL PARTNERS LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 3169774

Firm CRD# 269952

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Ketan S Parekh offer?

Ketan S Parekh specializes in Retirement Planning. Contact their office in GILBERT, Arizona for a consultation.

What are Ketan S Parekh's credentials?

Ketan S Parekh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ketan S Parekh located?

Ketan S Parekh 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 Ketan S Parekh charge for services?

Ketan S Parekh'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.

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