Claim Profile
GH

Glen David Haddock

RESOURCE INVESTMENT ARCHITECTS, INC.·PETALUMA, California
Unclaimed Profile
11 PETALUMA BLVD. N. SUITE 205, PETALUMA, CA 94952-3002CRD# 1141515Firm CRD# 111894
01

About

Glen David Haddock is a registered financial advisor based in PETALUMA, California, affiliated with RESOURCE INVESTMENT ARCHITECTS, INC.. 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
RESOURCE INVESTMENT ARCHITECTS, INC.
RESOURCE INVESTMENT ARCHITECTS, INC.
AUM
$416M
Regulatory assets under management
Employees
15
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SHARED FEES FROM 3D PARTY MANAGERS
Regulatory
SEC/IARD CRD# 1141515
Firm CRD# 111894
1 disclosure on file
View on FINRA BrokerCheck →

Looking for a financial advisor in PETALUMA?

Browse all registered financial advisors in PETALUMA, 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 Glen David Haddock offer?
Glen David Haddock specializes in Financial Planning, Investment Management. Contact their office in PETALUMA, California for a consultation.
What are Glen David Haddock's credentials?
Glen David Haddock is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Glen David Haddock located?
Glen David Haddock is based in PETALUMA, California, working with RESOURCE INVESTMENT ARCHITECTS, INC.. Their office serves clients in the PETALUMA metropolitan area and surrounding communities.
How does Glen David Haddock charge for services?
Glen David Haddock's firm is compensated through percentage of aum, hourly charges, subscription fees, other: shared fees from 3d party managers. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RESOURCE INVESTMENT ARCHITECTS, INC.?
RESOURCE INVESTMENT ARCHITECTS, INC. has approximately 15 employees and manages $416M 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 →
Browse by specialty