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Nancy Coan Torres

ADELANTE CAPITAL MANAGEMENT LLC·ALAMEDA, California
Clean recordADELANTE CAPITAL MANAGEMENT LLC
1101 MARINA VILLAGE PARKWAY, ALAMEDA, CA 94501CRD# 4862235Firm CRD# 107382

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Nancy Coan Torres · ALAMEDA, CA
Registration
CRD #4862235 · ADELANTE CAPITAL MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Nancy Coan Torres is a registered financial advisor based in ALAMEDA, California, affiliated with ADELANTE CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
Introduction

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Firm Overview

Firm
ADELANTE CAPITAL MANAGEMENT LLC
ADELANTE CAPITAL MANAGEMENT LLC
AUM
$1.6B
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at ADELANTE CAPITAL MANAGEMENT LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
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Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4862235
Firm CRD# 107382
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Nancy Coan Torres offer?
Nancy Coan Torres specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in ALAMEDA, California for a consultation.
What are Nancy Coan Torres's credentials?
Nancy Coan Torres is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nancy Coan Torres located?
Nancy Coan Torres is based in ALAMEDA, California, working with ADELANTE CAPITAL MANAGEMENT LLC. Their office serves clients in the ALAMEDA metropolitan area and surrounding communities.
How does Nancy Coan Torres charge for services?
Nancy Coan Torres'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 ADELANTE CAPITAL MANAGEMENT LLC?
ADELANTE CAPITAL MANAGEMENT LLC has approximately 10 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ADELANTE CAPITAL MANAGEMENT LLC

Michael Anthony Torres
ALAMEDA, CA
Timothy R. Conner
ALAMEDA, CA

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Research
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