AdvisorOS Directory
Claim Profile
KW

Kathleen Van Der Wal

LATEEF INVESTMENT MANAGEMENT, LP.·GREENBRAE, California
Unclaimed Profile
300 DRAKES LANDING ROAD, GREENBRAE, CA 94904-3123CRD# 1615263Firm CRD# 107049
01

About

Kathleen Van Der Wal is a registered financial advisor based in GREENBRAE, California, affiliated with LATEEF INVESTMENT MANAGEMENT, LP.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
TRAN CAPITAL MANAGEMENT, L.P.
TRAN CAPITAL MANAGEMENT, L.P.
AUM
$945M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at TRAN CAPITAL MANAGEMENT, L.P. →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1615263
Firm CRD# 107049
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in GREENBRAE?

Browse all registered financial advisors in GREENBRAE, California or claim this profile if it's yours.

Browse GREENBRAE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Kathleen Van Der Wal offer?
Kathleen Van Der Wal specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in GREENBRAE, California for a consultation.
What are Kathleen Van Der Wal's credentials?
Kathleen Van Der Wal is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kathleen Van Der Wal located?
Kathleen Van Der Wal is based in GREENBRAE, California, working with LATEEF INVESTMENT MANAGEMENT, LP.. Their office serves clients in the GREENBRAE metropolitan area and surrounding communities.
How does Kathleen Van Der Wal charge for services?
Kathleen Van Der Wal's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LATEEF INVESTMENT MANAGEMENT, LP.?
LATEEF INVESTMENT MANAGEMENT, LP. has approximately 7 employees and manages $945M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in GREENBRAE
Michael Tannenbaum — UNDERHILL INVESTMENT MANAGEMENT LLCRoland Denton Underhill — UNDERHILL INVESTMENT MANAGEMENT LLCBonnie Gail George — UNDERHILL INVESTMENT MANAGEMENT LLCBenjamin Henry Miller — UNDERHILL INVESTMENT MANAGEMENT LLCLukas Arnerich — SC MANAGEMENT, INC.
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
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile