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Patrick Wai-Ming Fu

DANDELION CAPITAL MANAGEMENT LP·LOS ANGELES, California
Clean recordDANDELION CAPITAL MANAGEMENT LP
11911 SAN VICENTE BLVD, LOS ANGELES, CA 90049CRD# 6810720Firm CRD# 325199

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patrick Wai-Ming Fu · LOS ANGELES, CA
Registration
CRD #6810720 · DANDELION CAPITAL MANAGEMENT LP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Patrick Wai-Ming Fu is a registered financial advisor based in LOS ANGELES, California, affiliated with DANDELION CAPITAL MANAGEMENT LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
DANDELION CAPITAL MANAGEMENT LP
DANDELION CAPITAL MANAGEMENT LP
AUM
Regulatory assets under management
Employees
9
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6810720
Firm CRD# 325199
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05

Frequently Asked Questions

What services does Patrick Wai-Ming Fu offer?
Patrick Wai-Ming Fu specializes in Retirement Planning. Contact their office in LOS ANGELES, California for a consultation.
What are Patrick Wai-Ming Fu's credentials?
Patrick Wai-Ming Fu is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick Wai-Ming Fu located?
Patrick Wai-Ming Fu is based in LOS ANGELES, California, working with DANDELION CAPITAL MANAGEMENT LP. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.
How does Patrick Wai-Ming Fu charge for services?
Patrick Wai-Ming Fu'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 DANDELION CAPITAL MANAGEMENT LP?
DANDELION CAPITAL MANAGEMENT LP has approximately 9 employees. The firm is registered with the SEC as an investment adviser.
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