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Carol Ann Wikle

MIRADOR CAPITAL PARTNERS, LP·PLEASANTON, California
Unclaimed Profile
6700 KOLL CENTER PARKWAY, PLEASANTON, CA 94566CRD# 3140823Firm CRD# 173764
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MIRADOR CAPITAL PARTNERS, LP
MIRADOR CAPITAL PARTNERS
AUM
$668M
Regulatory assets under management
Employees
14
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
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3140823
Firm CRD# 173764
No disclosures on file
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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Other advisors in PLEASANTON
Florentina Gabriel Gibson — FINANCIAL PERSPECTIVESBrian Glenn Frazier — ADERO PARTNERS, LLCMargaret Fluck Smith — PLEASANTON FINANCIAL ADVISORS, LLCGary Richard Smith — PLEASANTON FINANCIAL ADVISORS, LLCGrant Konstantinovich Ter-Avanesyan — GRANT PRIVATE WEALTH MANAGEMENT, INC.
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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