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Virgil John Threlkeld

THRELKELD, VIRGIL JOHN·ALAMO, California
Unclaimed Profile
3189 DANVILLE BLVD. SUITE 280, ALAMO, CA 94507CRD# 2811386Firm CRD# 280028
01

About

Virgil John Threlkeld is a registered financial advisor based in ALAMO, California, affiliated with THRELKELD, VIRGIL JOHN. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
THRELKELD, VIRGIL JOHN
ADVANTAGE WEALTH ADVISORS
AUM
$136M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at THRELKELD, VIRGIL JOHN →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2811386
Firm CRD# 280028
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Virgil John Threlkeld offer?
Virgil John Threlkeld specializes in Financial Planning, Investment Management. Contact their office in ALAMO, California for a consultation.
What are Virgil John Threlkeld's credentials?
Virgil John Threlkeld is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Virgil John Threlkeld located?
Virgil John Threlkeld is based in ALAMO, California, working with THRELKELD, VIRGIL JOHN. Their office serves clients in the ALAMO metropolitan area and surrounding communities.
How does Virgil John Threlkeld charge for services?
Virgil John Threlkeld's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THRELKELD, VIRGIL JOHN?
THRELKELD, VIRGIL JOHN has approximately 6 employees and manages $136M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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City Guides
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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