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Taryn Sperry Dritz

FELICITAS GLOBAL PARTNERS, LLC·PASADENA, California
Unclaimed Profile
65 NORTH RAYMOND AVENUE, PASADENA, CA 91103CRD# 6770627Firm CRD# 292411
01

About

Taryn Sperry Dritz is a registered financial advisor based in PASADENA, California, affiliated with FELICITAS GLOBAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
FELICITAS GLOBAL PARTNERS, LLC
FELICITAS GLOBAL PARTNERS, LLC
AUM
$819M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at FELICITAS GLOBAL PARTNERS, LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 6770627
Firm CRD# 292411
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Taryn Sperry Dritz offer?
Taryn Sperry Dritz specializes in Investment Management, Retirement Planning. Contact their office in PASADENA, California for a consultation.
What are Taryn Sperry Dritz's credentials?
Taryn Sperry Dritz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Taryn Sperry Dritz located?
Taryn Sperry Dritz is based in PASADENA, California, working with FELICITAS GLOBAL PARTNERS, LLC. Their office serves clients in the PASADENA metropolitan area and surrounding communities.
How does Taryn Sperry Dritz charge for services?
Taryn Sperry Dritz'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 FELICITAS GLOBAL PARTNERS, LLC?
FELICITAS GLOBAL PARTNERS, LLC has approximately 12 employees and manages $819M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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