AdvisorOS Directory
Claim Profile
KK

Krista Rebecca Killian

PERMIRA CREDIT LLC·MENLO PARK, California
Unclaimed Profile
3000 SAND HILL ROAD, MENLO PARK, CA 94025CRD# 4726148Firm CRD# 330996
01

About

Krista Rebecca Killian is a registered financial advisor based in MENLO PARK, California, affiliated with PERMIRA CREDIT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
PERMIRA CREDIT LLC
PERMIRA CREDIT LLC
AUM
$183M
Regulatory assets under management
Employees
26
Total firm employees
View all advisors at PERMIRA CREDIT LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4726148
Firm CRD# 330996
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MENLO PARK?

Browse all registered financial advisors in MENLO PARK, California or claim this profile if it's yours.

Browse MENLO PARK AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Krista Rebecca Killian offer?
Krista Rebecca Killian specializes in Retirement Planning. Contact their office in MENLO PARK, California for a consultation.
What are Krista Rebecca Killian's credentials?
Krista Rebecca Killian is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Krista Rebecca Killian located?
Krista Rebecca Killian is based in MENLO PARK, California, working with PERMIRA CREDIT LLC. Their office serves clients in the MENLO PARK metropolitan area and surrounding communities.
How does Krista Rebecca Killian charge for services?
Krista Rebecca Killian'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 PERMIRA CREDIT LLC?
PERMIRA CREDIT LLC has approximately 26 employees and manages $183M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in MENLO PARK
Rhona Thompson — SIGNIA MANAGEMENT COMPANY, LLCMark Greenstein — DRAPER FISHER JURVETSON MANAGEMENT, LLCDonald F Wood — DFJ MANAGEMENT, LLCWarren Packard — DRAPER FISHER JURVETSON MANAGEMENT, LLCSarah Elizabeth Rogers — GLYNN CAPITAL MANAGEMENT, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideSAN DIEGO GuidePALO ALTO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile