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Bernadetta Kaleta Scholz

TRILINC GLOBAL ADVISORS, LLC·MANHATTAN BEACH, California
Unclaimed Profile
1230 ROSECRANS AVE, MANHATTAN BEACH, CA 90266CRD# 6009913Firm CRD# 285161
01

About

Bernadetta Kaleta Scholz is a registered financial advisor based in MANHATTAN BEACH, California, affiliated with TRILINC GLOBAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
TRILINC GLOBAL ADVISORS, LLC
TRILINC GLOBAL ADVISORS, LLC
AUM
$220M
Regulatory assets under management
Employees
32
Total firm employees
View all advisors at TRILINC GLOBAL ADVISORS, LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6009913
Firm CRD# 285161
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Bernadetta Kaleta Scholz offer?
Bernadetta Kaleta Scholz specializes in Retirement Planning, Wealth Management. Contact their office in MANHATTAN BEACH, California for a consultation.
What are Bernadetta Kaleta Scholz's credentials?
Bernadetta Kaleta Scholz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bernadetta Kaleta Scholz located?
Bernadetta Kaleta Scholz is based in MANHATTAN BEACH, California, working with TRILINC GLOBAL ADVISORS, LLC. Their office serves clients in the MANHATTAN BEACH metropolitan area and surrounding communities.
How does Bernadetta Kaleta Scholz charge for services?
Bernadetta Kaleta Scholz'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 TRILINC GLOBAL ADVISORS, LLC?
TRILINC GLOBAL ADVISORS, LLC has approximately 32 employees and manages $220M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MANHATTAN BEACH
Mario Garcia — TRILINC ADVISORS, LLCJillian Jaccard Murrish — PIER ASSET MANAGEMENT LLCJed Marshall Cohen — THE INVESTMENT HOUSE LLCGloria Sue Nelund — TRILINC GLOBAL ADVISORS, LLCMebane Thadley Faber — CAMBRIA INVESTMENT MANAGEMENT, L.P.
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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