Unclaimed Profile

Peter Schultz

TRUELINK CAPITAL MANAGEMENT, LLC·LOS ANGELES, California

Clean recordTRUELINK CAPITAL MANAGEMENT, LLC

10877 WILSHIRE BLVD., LOS ANGELES, CA 90024CRD# 7944360Firm CRD# 323910

Profile Verification

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

Identity

Peter Schultz · LOS ANGELES, CA

Registration

CRD #7944360 · TRUELINK CAPITAL MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Peter Schultz is a registered financial advisor based in LOS ANGELES, California, affiliated with TRUELINK CAPITAL MANAGEMENT, 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

TRUELINK CAPITAL MANAGEMENT, LLC

AUM

$528M

Regulatory assets under management

Employees

Total firm employees

View all advisors at TRUELINK CAPITAL MANAGEMENT, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 7944360

Firm CRD# 323910

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Peter Schultz offer?

Peter Schultz specializes in Retirement Planning. Contact their office in LOS ANGELES, California for a consultation.

What are Peter Schultz's credentials?

Peter Schultz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Peter Schultz located?

Peter Schultz is based in LOS ANGELES, California, working with TRUELINK CAPITAL MANAGEMENT, LLC. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.

How does Peter Schultz charge for services?

Peter Schultz'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 TRUELINK CAPITAL MANAGEMENT, LLC?

TRUELINK CAPITAL MANAGEMENT, LLC has approximately 11 employees and manages $528M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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