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William Jordan Chadwick

PREDEX CAPITAL MANAGEMENT, LLC·IRVINE, California
SIE, Series 7, Series 24Clean recordPREDEX CAPITAL MANAGEMENT, LLC
18500 VON KARMAN AVENUE, IRVINE, CA 92612CRD# 1388908Firm CRD# 167351

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Jordan Chadwick · IRVINE, CA
Registration
CRD #1388908 · PREDEX CAPITAL MANAGEMENT, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
PREDEX CAPITAL MANAGEMENT, LLC
CRD 167351 · SEC 801-77936
AUM
$159M
Regulatory assets under management
Employees
5
1 client accounts
Services offered by PREDEX CAPITAL MANAGEMENT, LLC
Per Form ADV
Portfolio management (pooled investments)
Client types served by the firm
Per Form ADV
Institutional Investors
View all advisors at PREDEX CAPITAL MANAGEMENT, LLC →
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Frequently Asked Questions

What services does William Jordan Chadwick offer?
William Jordan Chadwick specializes in Investment Management, Fee-Only Advisory. Contact their office in IRVINE, California for a consultation.
What are William Jordan Chadwick's credentials?
William Jordan Chadwick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Jordan Chadwick located?
William Jordan Chadwick is based in IRVINE, California, working with PREDEX CAPITAL MANAGEMENT, LLC. Their office serves clients in the IRVINE metropolitan area and surrounding communities.
How does William Jordan Chadwick charge for services?
William Jordan Chadwick'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 PREDEX CAPITAL MANAGEMENT, LLC?
PREDEX CAPITAL MANAGEMENT, LLC has approximately 5 employees and manages $159M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Michael Dean Achterberg
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John Grayson Sanders
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