Unclaimed Profile

Carol Ann Wikle

MIRADOR CAPITAL PARTNERS, LP·PLEASANTON, California

Clean recordMIRADOR CAPITAL PARTNERS, LP

6700 KOLL CENTER PARKWAY, PLEASANTON, CA 94566CRD# 3140823Firm CRD# 173764

Profile Verification

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

Identity

Carol Ann Wikle · PLEASANTON, CA

Registration

CRD #3140823 · MIRADOR CAPITAL PARTNERS, LP

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Carol Ann Wikle is a registered financial advisor based in PLEASANTON, California, affiliated with MIRADOR CAPITAL PARTNERS, LP. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

MIRADOR CAPITAL PARTNERS, LP

MIRADOR CAPITAL PARTNERS

AUM

$668M

Regulatory assets under management

Employees

Total firm employees

View all advisors at MIRADOR CAPITAL PARTNERS, LP →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 3140823

Firm CRD# 173764

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Carol Ann Wikle offer?

Carol Ann Wikle specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PLEASANTON, California for a consultation.

What are Carol Ann Wikle's credentials?

Carol Ann Wikle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Carol Ann Wikle located?

Carol Ann Wikle is based in PLEASANTON, California, working with MIRADOR CAPITAL PARTNERS, LP. Their office serves clients in the PLEASANTON metropolitan area and surrounding communities.

How does Carol Ann Wikle charge for services?

Carol Ann Wikle's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MIRADOR CAPITAL PARTNERS, LP?

MIRADOR CAPITAL PARTNERS, LP has approximately 14 employees and manages $668M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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