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Lily Sjamsudin

PINEAPPLE CAPITAL MANAGEMENT, LLC·LAFAYETTE, California
Unclaimed Profile
3697 MT. DIABLO BLVD., LAFAYETTE, CA 94549CRD# 2578552Firm CRD# 171605
01

About

Lily Sjamsudin is a registered financial advisor based in LAFAYETTE, California, affiliated with PINEAPPLE CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
PINEAPPLE CAPITAL MANAGEMENT, LLC
PINEAPPLE CAPITAL MANAGEMENT, LLC
AUM
$182M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at PINEAPPLE CAPITAL MANAGEMENT, LLC →
Services
Pension consulting
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Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2578552
Firm CRD# 171605
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lily Sjamsudin offer?
Lily Sjamsudin specializes in Retirement Planning. Contact their office in LAFAYETTE, California for a consultation.
What are Lily Sjamsudin's credentials?
Lily Sjamsudin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lily Sjamsudin located?
Lily Sjamsudin is based in LAFAYETTE, California, working with PINEAPPLE CAPITAL MANAGEMENT, LLC. Their office serves clients in the LAFAYETTE metropolitan area and surrounding communities.
How does Lily Sjamsudin charge for services?
Lily Sjamsudin'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 PINEAPPLE CAPITAL MANAGEMENT, LLC?
PINEAPPLE CAPITAL MANAGEMENT, LLC has approximately 2 employees and manages $182M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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