Unclaimed Profile

William Edward Oberndorf

SPO PARTNERS & CO.·MILL VALLEY, California

Clean recordSPO PARTNERS & CO.

591 REDWOOD HIGHWAY, MILL VALLEY, CA 94941CRD# 5932848Firm CRD# 157279

Profile Verification

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

Identity

William Edward Oberndorf · MILL VALLEY, CA

Registration

CRD #5932848 · SPO PARTNERS & CO.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

William Edward Oberndorf is a registered financial advisor based in MILL VALLEY, California, affiliated with SPO PARTNERS & CO.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

SPO PARTNERS & CO.

AUM

$3.3B

Regulatory assets under management

Employees

—

Total firm employees

View all advisors at SPO PARTNERS & CO. →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 5932848

Firm CRD# 157279

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does William Edward Oberndorf offer?

William Edward Oberndorf specializes in Retirement Planning. Contact their office in MILL VALLEY, California for a consultation.

What are William Edward Oberndorf's credentials?

William Edward Oberndorf is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Edward Oberndorf located?

William Edward Oberndorf is based in MILL VALLEY, California, working with SPO PARTNERS & CO.. Their office serves clients in the MILL VALLEY metropolitan area and surrounding communities.

How does William Edward Oberndorf charge for services?

William Edward Oberndorf'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 SPO PARTNERS & CO.?

SPO PARTNERS & CO. is a registered investment adviser with the SEC, managing $3.3B in regulatory assets under management. See their Form ADV for full details.

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