Unclaimed Profile

Cynthia Romar Willson

CREIGHTON CAPITAL MANAGEMENT LLC·NEWPORT BEACH, California

Clean recordCREIGHTON CAPITAL MANAGEMENT LLC

2901 W COAST HIGHWAY, NEWPORT BEACH, CA 92663CRD# 7636288Firm CRD# 307737

Profile Verification

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

Identity

Cynthia Romar Willson · NEWPORT BEACH, CA

Registration

CRD #7636288 · CREIGHTON CAPITAL MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Cynthia Romar Willson is a registered financial advisor based in NEWPORT BEACH, California, affiliated with CREIGHTON CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Client Types

Individuals

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

CREIGHTON CAPITAL MANAGEMENT LLC

AUM

$224M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CREIGHTON CAPITAL MANAGEMENT LLC →

Services

Portfolio management (individuals)

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 7636288

Firm CRD# 307737

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Cynthia Romar Willson offer?

Cynthia Romar Willson specializes in Investment Management, Retirement Planning. Contact their office in NEWPORT BEACH, California for a consultation.

What are Cynthia Romar Willson's credentials?

Cynthia Romar Willson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Cynthia Romar Willson located?

Cynthia Romar Willson is based in NEWPORT BEACH, California, working with CREIGHTON CAPITAL MANAGEMENT LLC. Their office serves clients in the NEWPORT BEACH metropolitan area and surrounding communities.

How does Cynthia Romar Willson charge for services?

Cynthia Romar Willson'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 CREIGHTON CAPITAL MANAGEMENT LLC?

CREIGHTON CAPITAL MANAGEMENT LLC has approximately 8 employees and manages $224M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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