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Brian Markham Cooney

KINGSFORD CAPITAL MANAGEMENT, LLC·POINT RICHMOND, California
Clean recordKINGSFORD CAPITAL MANAGEMENT, LLC
1160 BRICKYARD COVE ROAD, POINT RICHMOND, CA 94801CRD# 2414067Firm CRD# 161445

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brian Markham Cooney · POINT RICHMOND, CA
Registration
CRD #2414067 · KINGSFORD CAPITAL MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Brian Markham Cooney is a registered financial advisor based in POINT RICHMOND, California, affiliated with KINGSFORD CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
KINGSFORD CAPITAL MANAGEMENT, LLC
KINGSFORD CAPITAL MANAGEMENT, LLC
AUM
$155M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at KINGSFORD CAPITAL MANAGEMENT, LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: PERFORMANCE BASED ALLOCATIONS FROM INVESTMENT PARTNERSHIPS
Regulatory
SEC/IARD CRD# 2414067
Firm CRD# 161445
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Brian Markham Cooney offer?
Brian Markham Cooney specializes in Retirement Planning, Wealth Management. Contact their office in POINT RICHMOND, California for a consultation.
What are Brian Markham Cooney's credentials?
Brian Markham Cooney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Markham Cooney located?
Brian Markham Cooney is based in POINT RICHMOND, California, working with KINGSFORD CAPITAL MANAGEMENT, LLC. Their office serves clients in the POINT RICHMOND metropolitan area and surrounding communities.
How does Brian Markham Cooney charge for services?
Brian Markham Cooney's firm is compensated through percentage of aum, performance-based fees, other: performance based allocations from investment partnerships. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KINGSFORD CAPITAL MANAGEMENT, LLC?
KINGSFORD CAPITAL MANAGEMENT, LLC has approximately 5 employees and manages $155M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at KINGSFORD CAPITAL MANAGEMENT, LLC

Kelly Anne Mazzucco
POINT RICHMOND, CA
Jack Alfred Amidon
POINT RICHMOND, CA
John David Scially
POINT RICHMOND, CA
Louis Wilfrid Corrigan
POINT RICHMOND, CA
Michael Ian Wilkins
POINT RICHMOND, CA

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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City Guides
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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