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Lois Ann Springsteen

BEDROCK CAPITAL MANAGEMENT, INC.·LOS ALTOS, California
Unclaimed Profile
5050 EL CAMINO REAL, LOS ALTOS, CA 94022CRD# 4916642Firm CRD# 120376
01

About

Lois Ann Springsteen is a registered financial advisor based in LOS ALTOS, California, affiliated with BEDROCK CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
BEDROCK CAPITAL MANAGEMENT, INC.
BEDROCK CAPITAL MANAGEMENT, INC.
AUM
$310M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at BEDROCK CAPITAL MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4916642
Firm CRD# 120376
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lois Ann Springsteen offer?
Lois Ann Springsteen specializes in Financial Planning, Investment Management. Contact their office in LOS ALTOS, California for a consultation.
What are Lois Ann Springsteen's credentials?
Lois Ann Springsteen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lois Ann Springsteen located?
Lois Ann Springsteen is based in LOS ALTOS, California, working with BEDROCK CAPITAL MANAGEMENT, INC.. Their office serves clients in the LOS ALTOS metropolitan area and surrounding communities.
How does Lois Ann Springsteen charge for services?
Lois Ann Springsteen's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BEDROCK CAPITAL MANAGEMENT, INC.?
BEDROCK CAPITAL MANAGEMENT, INC. has approximately 8 employees and manages $310M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Jamie B. Smith — FLYWHEEL PRIVATE WEALTH LLCKrish Panu — POINTGUARD MANAGEMENT, LLCRoger Morton Low — ATINC, LLCCherian Varkey Mathew — FIREBOLT VENTURES MANAGEMENT COMPANY, LLCEric Richard Lewis — BEDROCK CAPITAL 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
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