Unclaimed Profile

Jefferson Sheu

GI MANAGER L.P.·SCOTTSDALE, Arizona

Clean recordGI MANAGER L.P.

6720 N SCOTTSDALE ROAD, SCOTTSDALE, AZ 85253CRD# 4674101Firm CRD# 161573

Profile Verification

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

Identity

Jefferson Sheu · SCOTTSDALE, AZ

Registration

CRD #4674101 · GI MANAGER L.P.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jefferson Sheu is a registered financial advisor based in SCOTTSDALE, Arizona, affiliated with GI MANAGER L.P.. 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

GI MANAGER L.P.

GI PARTNERS

AUM

$32.6B

Regulatory assets under management

Employees

152

Total firm employees

View all advisors at GI MANAGER L.P. →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 4674101

Firm CRD# 161573

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jefferson Sheu offer?

Jefferson Sheu specializes in Retirement Planning. Contact their office in SCOTTSDALE, Arizona for a consultation.

What are Jefferson Sheu's credentials?

Jefferson Sheu is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jefferson Sheu located?

Jefferson Sheu is based in SCOTTSDALE, Arizona, working with GI MANAGER L.P.. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.

How does Jefferson Sheu charge for services?

Jefferson Sheu'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 GI MANAGER L.P.?

GI MANAGER L.P. has approximately 152 employees and manages $32.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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