Claim Profile
CW

Christopher Sean Winchester

AEQUIM ALTERNATIVE INVESTMENTS LP·MILL VALLEY, California
Unclaimed Profile
2 BELVEDERE PLACE, MILL VALLEY, CA 94941CRD# 3160650Firm CRD# 293127
01

About

Christopher Sean Winchester is a registered financial advisor based in MILL VALLEY, California, affiliated with AEQUIM ALTERNATIVE INVESTMENTS LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
AEQUIM ALTERNATIVE INVESTMENTS LP
AEQUIM ALTERNATIVE INVESTMENTS LP
AUM
$4.4B
Regulatory assets under management
Employees
10
Total firm employees
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 3160650
Firm CRD# 293127
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MILL VALLEY?

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

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 Christopher Sean Winchester offer?
Christopher Sean Winchester specializes in Retirement Planning, Wealth Management. Contact their office in MILL VALLEY, California for a consultation.
What are Christopher Sean Winchester's credentials?
Christopher Sean Winchester is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christopher Sean Winchester located?
Christopher Sean Winchester is based in MILL VALLEY, California, working with AEQUIM ALTERNATIVE INVESTMENTS LP. Their office serves clients in the MILL VALLEY metropolitan area and surrounding communities.
How does Christopher Sean Winchester charge for services?
Christopher Sean Winchester'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 AEQUIM ALTERNATIVE INVESTMENTS LP?
AEQUIM ALTERNATIVE INVESTMENTS LP has approximately 10 employees and manages $4.4B 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 →