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James Richard Atwood

FIRST PACIFIC ADVISORS, LP·EL SEGUNDO, California
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2101 EAST EL SEGUNDO BLVD., EL SEGUNDO, CA 90245CRD# 2947444Firm CRD# 141823
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About

James Richard Atwood is a registered financial advisor based in EL SEGUNDO, California, affiliated with FIRST PACIFIC ADVISORS, LP. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
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Firm Overview

Firm
FIRST PACIFIC ADVISORS, LP
FIRST PACIFIC ADVISORS, LP
AUM
$24.8B
Regulatory assets under management
Employees
74
Total firm employees
View all advisors at FIRST PACIFIC ADVISORS, LP →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2947444
Firm CRD# 141823
1 disclosure on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Richard Atwood offer?
James Richard Atwood specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in EL SEGUNDO, California for a consultation.
What are James Richard Atwood's credentials?
James Richard Atwood is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Richard Atwood located?
James Richard Atwood is based in EL SEGUNDO, California, working with FIRST PACIFIC ADVISORS, LP. Their office serves clients in the EL SEGUNDO metropolitan area and surrounding communities.
How does James Richard Atwood charge for services?
James Richard Atwood'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 FIRST PACIFIC ADVISORS, LP?
FIRST PACIFIC ADVISORS, LP has approximately 74 employees and manages $24.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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