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Maria Concepcion Walker

PATIENT SQUARE CAPITAL, LP·MENLO PARK, California
Clean recordPATIENT SQUARE CAPITAL, LP
2884 SAND HILL ROAD, MENLO PARK, CA 94025CRD# 7337848Firm CRD# 312203

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Maria Concepcion Walker · MENLO PARK, CA
Registration
CRD #7337848 · PATIENT SQUARE CAPITAL, LP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Maria Concepcion Walker is a registered financial advisor based in MENLO PARK, California, affiliated with PATIENT SQUARE CAPITAL, 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
PATIENT SQUARE CAPITAL, LP
PATIENT SQUARE CAPITAL, LP
AUM
$7.9B
Regulatory assets under management
Employees
53
Total firm employees
View all advisors at PATIENT SQUARE CAPITAL, LP →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7337848
Firm CRD# 312203
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Maria Concepcion Walker offer?
Maria Concepcion Walker specializes in Retirement Planning. Contact their office in MENLO PARK, California for a consultation.
What are Maria Concepcion Walker's credentials?
Maria Concepcion Walker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Maria Concepcion Walker located?
Maria Concepcion Walker is based in MENLO PARK, California, working with PATIENT SQUARE CAPITAL, LP. Their office serves clients in the MENLO PARK metropolitan area and surrounding communities.
How does Maria Concepcion Walker charge for services?
Maria Concepcion Walker'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 PATIENT SQUARE CAPITAL, LP?
PATIENT SQUARE CAPITAL, LP has approximately 53 employees and manages $7.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PATIENT SQUARE CAPITAL, LP

Carolyn Joy Drayer-Greenwalt
MENLO PARK, CA
Adam Mark Fliss
MENLO PARK, CA
James Cameron Momtazee
MENLO PARK, CA
Matthew Michael Whelan
MENLO PARK, CA

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Research
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