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William Franklin Dagley

PRIVATE WEALTH PARTNERS, LLC·MILL VALLEY, California
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591 REDWOOD HIGHWAY, MILL VALLEY, CA 94941CRD# 1446144Firm CRD# 133802
01

About

William Franklin Dagley is a registered financial advisor based in MILL VALLEY, California, affiliated with PRIVATE WEALTH PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PRIVATE WEALTH PARTNERS, LLC
PRIVATE WEALTH PARTNERS, LLC
AUM
$1.6B
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at PRIVATE WEALTH PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Market timing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 1446144
Firm CRD# 133802
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Franklin Dagley offer?
William Franklin Dagley specializes in Financial Planning, Investment Management. Contact their office in MILL VALLEY, California for a consultation.
What are William Franklin Dagley's credentials?
William Franklin Dagley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Franklin Dagley located?
William Franklin Dagley is based in MILL VALLEY, California, working with PRIVATE WEALTH PARTNERS, LLC. Their office serves clients in the MILL VALLEY metropolitan area and surrounding communities.
How does William Franklin Dagley charge for services?
William Franklin Dagley's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PRIVATE WEALTH PARTNERS, LLC?
PRIVATE WEALTH PARTNERS, LLC has approximately 11 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PRIVATE WEALTH PARTNERS, LLC

David Peter Wong
MILL VALLEY, CA
Kenneth Fredrick Siebel
MILL VALLEY, CA
Michael Bennett Yongue
MILL VALLEY, CA
Peter Klaus Maier
MILL VALLEY, CA
Frank Christopher Greene
MILL VALLEY, CA
Nathaniel Thomas Cornell
MILL VALLEY, CA

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Research
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