Unclaimed Profile

Adam Joseph Garcia

MAKAIRA PARTNERS, LLC·LA JOLLA, California

Clean recordMAKAIRA PARTNERS, LLC

7817 IVANHOE AVENUE, LA JOLLA, CA 92037CRD# 6735970Firm CRD# 153729

Profile Verification

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

Identity

Adam Joseph Garcia · LA JOLLA, CA

Registration

CRD #6735970 · MAKAIRA PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Adam Joseph Garcia is a registered financial advisor based in LA JOLLA, California, affiliated with MAKAIRA PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

MAKAIRA PARTNERS, LLC

AUM

$860M

Regulatory assets under management

Employees

Total firm employees

View all advisors at MAKAIRA PARTNERS, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6735970

Firm CRD# 153729

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Adam Joseph Garcia offer?

Adam Joseph Garcia specializes in Retirement Planning. Contact their office in LA JOLLA, California for a consultation.

What are Adam Joseph Garcia's credentials?

Adam Joseph Garcia is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Adam Joseph Garcia located?

Adam Joseph Garcia is based in LA JOLLA, California, working with MAKAIRA PARTNERS, LLC. Their office serves clients in the LA JOLLA metropolitan area and surrounding communities.

How does Adam Joseph Garcia charge for services?

Adam Joseph Garcia'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 MAKAIRA PARTNERS, LLC?

MAKAIRA PARTNERS, LLC has approximately 6 employees and manages $860M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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