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Darrin Charles Jeffries

ESTANCIA CAPITAL MANAGEMENT, LLC·SCOTTSDALE, Arizona
Clean recordESTANCIA CAPITAL MANAGEMENT, LLC
20865 N 90TH PLACE, SCOTTSDALE, AZ 85255CRD# 6443104Firm CRD# 166478

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Darrin Charles Jeffries · SCOTTSDALE, AZ
Registration
CRD #6443104 · ESTANCIA CAPITAL MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Darrin Charles Jeffries is a registered financial advisor based in SCOTTSDALE, Arizona, affiliated with ESTANCIA CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
ESTANCIA CAPITAL MANAGEMENT, LLC
ESTANCIA CAPITAL MANAGEMENT, LLC
AUM
$611M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at ESTANCIA CAPITAL MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: ADVISORY OR CONSULTING FEES, AND ADMINISTRATIVE FEES
Regulatory
SEC/IARD CRD# 6443104
Firm CRD# 166478
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Darrin Charles Jeffries offer?
Darrin Charles Jeffries specializes in Retirement Planning. Contact their office in SCOTTSDALE, Arizona for a consultation.
What are Darrin Charles Jeffries's credentials?
Darrin Charles Jeffries is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Darrin Charles Jeffries located?
Darrin Charles Jeffries is based in SCOTTSDALE, Arizona, working with ESTANCIA CAPITAL MANAGEMENT, LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.
How does Darrin Charles Jeffries charge for services?
Darrin Charles Jeffries's firm is compensated through percentage of aum, performance-based fees, other: advisory or consulting fees, and administrative fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ESTANCIA CAPITAL MANAGEMENT, LLC?
ESTANCIA CAPITAL MANAGEMENT, LLC has approximately 13 employees and manages $611M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ESTANCIA CAPITAL MANAGEMENT, LLC

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Mey-Yen Marie Moriuchi
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Cheryl Lynn Mendez
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Melissa Ann Jackson
SCOTTSDALE, AZ
Michael Casares Mendez
SCOTTSDALE, AZ
Takashi Bayard Moriuchi
SCOTTSDALE, AZ

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Research
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