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Brent Ronald Knudsen

PARTNERSHIP CAPITAL GROWTH INVESTORS MANAGEMENT, LLC·LOS GATOS, California
SIE, Series 7, Series 14, Series 24, Series 28, Series 63, Series 79TO, Series 99TOClean recordPARTNERSHIP CAPITAL GROWTH INVESTORS MANAGEMENT, LLC
10 JACKSON STREET, LOS GATOS, CA 95030CRD# 5129506Firm CRD# 173288

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brent Ronald Knudsen · LOS GATOS, CA
Registration
CRD #5129506 · PARTNERSHIP CAPITAL GROWTH INVESTORS MANAGEMENT, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 14
Series 24
Series 28
Series 63
Series 79TO
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
PARTNERSHIP CAPITAL GROWTH INVESTORS MANAGEMENT, LLC
CRD 173288 · SEC 801-80873
AUM
$113M
Regulatory assets under management
Employees
2
14 client accounts
Services offered by PARTNERSHIP CAPITAL GROWTH INVESTORS MANAGEMENT, LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at PARTNERSHIP CAPITAL GROWTH INVESTORS MANAGEMENT, LLC →
Introduction

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Frequently Asked Questions

What services does Brent Ronald Knudsen offer?
Brent Ronald Knudsen specializes in Retirement Planning. Contact their office in LOS GATOS, California for a consultation.
What are Brent Ronald Knudsen's credentials?
Brent Ronald Knudsen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brent Ronald Knudsen located?
Brent Ronald Knudsen is based in LOS GATOS, California, working with PARTNERSHIP CAPITAL GROWTH INVESTORS MANAGEMENT, LLC. Their office serves clients in the LOS GATOS metropolitan area and surrounding communities.
How does Brent Ronald Knudsen charge for services?
Brent Ronald Knudsen's firm is compensated through percentage of aum, performance-based fees, other: portfolio monitoring fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PARTNERSHIP CAPITAL GROWTH INVESTORS MANAGEMENT, LLC?
PARTNERSHIP CAPITAL GROWTH INVESTORS MANAGEMENT, LLC has approximately 2 employees and manages $113M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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