Unclaimed Profile

Walter Friedrich Baumgartner

C.G. MANAGEMENT PARTNERS, LP·MENLO PARK, California

Clean record32 years registeredC.G. MANAGEMENT PARTNERS, LP

525 MIDDLEFIELD ROAD, MENLO PARK, CA 94025CRD# 4635647Firm CRD# 124474

Profile Verification

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

Identity

Walter Friedrich Baumgartner · MENLO PARK, CA

Registration

CRD #4635647 · C.G. MANAGEMENT PARTNERS, LP · 32 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: C.G. MANAGEMENT PARTNERS, LP

C.G. MANAGEMENT PARTNERS, L.P.

Jun 1994 – Jan 2022

MENLO PARK, CA

Registrations & Exams

Registration record

First registered · June 13, 1994

Years registered · 32

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

C.G. MANAGEMENT PARTNERS, LP

CRD 124474 · SEC 801-120901

AUM

$131M

Regulatory assets under management

Employees

1 client accounts

Services offered by C.G. MANAGEMENT PARTNERS, LP

Per Form ADV

Pension consulting

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at C.G. MANAGEMENT PARTNERS, LP →

Introduction

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Frequently Asked Questions

What services does Walter Friedrich Baumgartner offer?

Walter Friedrich Baumgartner specializes in Retirement Planning.

What are Walter Friedrich Baumgartner's credentials?

Walter Friedrich Baumgartner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Walter Friedrich Baumgartner located?

Walter Friedrich Baumgartner is based in MENLO PARK, California, last registered with C.G. MANAGEMENT PARTNERS, LP.

How does Walter Friedrich Baumgartner charge for services?

Walter Friedrich Baumgartner'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 C.G. MANAGEMENT PARTNERS, LP?

C.G. MANAGEMENT PARTNERS, LP has approximately 2 employees and manages $131M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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