Unclaimed Profile

Kathleen Van Der Wal

LATEEF INVESTMENT MANAGEMENT, LP.·GREENBRAE, California

Clean recordLATEEF INVESTMENT MANAGEMENT, LP.

300 DRAKES LANDING ROAD, GREENBRAE, CA 94904-3123CRD# 1615263Firm CRD# 107049

Profile Verification

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

Identity

Kathleen Van Der Wal · GREENBRAE, CA

Registration

CRD #1615263 · LATEEF INVESTMENT MANAGEMENT, LP.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Institutional Investors

Introduction

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Firm Overview

Firm

TRAN CAPITAL MANAGEMENT, L.P.

AUM

$945M

Regulatory assets under management

Employees

Total firm employees

View all advisors at TRAN CAPITAL MANAGEMENT, L.P. →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 1615263

Firm CRD# 107049

View on FINRA BrokerCheck →

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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.

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