Unclaimed Profile

Charles Mc Lee

NIPUN CAPITAL, L.P.·FOSTER CITY, California

Clean recordNIPUN CAPITAL, L.P.

950 TOWER LANE, FOSTER CITY, CA 94404CRD# 6015676Firm CRD# 159752

Profile Verification

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

Identity

Charles Mc Lee · FOSTER CITY, CA

Registration

CRD #6015676 · NIPUN CAPITAL, L.P.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Charles Mc Lee is a registered financial advisor based in FOSTER CITY, California, affiliated with NIPUN CAPITAL, L.P.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

NIPUN CAPITAL, L.P.

AUM

$1.4B

Regulatory assets under management

Employees

Total firm employees

View all advisors at NIPUN CAPITAL, L.P. →

Services

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6015676

Firm CRD# 159752

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Charles Mc Lee offer?

Charles Mc Lee specializes in Retirement Planning, Wealth Management. Contact their office in FOSTER CITY, California for a consultation.

What are Charles Mc Lee's credentials?

Charles Mc Lee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Charles Mc Lee located?

Charles Mc Lee is based in FOSTER CITY, California, working with NIPUN CAPITAL, L.P.. Their office serves clients in the FOSTER CITY metropolitan area and surrounding communities.

How does Charles Mc Lee charge for services?

Charles Mc Lee'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 NIPUN CAPITAL, L.P.?

NIPUN CAPITAL, L.P. has approximately 15 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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