Unclaimed Profile

Stephanie Marie Frick

DORSAL CAPITAL MANAGEMENT, LP·REDWOOD CITY, California

Clean recordDORSAL CAPITAL MANAGEMENT, LP

203 REDWOOD SHORES PARKWAY, REDWOOD CITY, CA 94065CRD# 7693803Firm CRD# 160224

Profile Verification

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

Identity

Stephanie Marie Frick · REDWOOD CITY, CA

Registration

CRD #7693803 · DORSAL CAPITAL MANAGEMENT, LP

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Stephanie Marie Frick is a registered financial advisor based in REDWOOD CITY, California, affiliated with DORSAL CAPITAL MANAGEMENT, LP. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

DORSAL CAPITAL MANAGEMENT, LP

AUM

$6.0B

Regulatory assets under management

Employees

Total firm employees

View all advisors at DORSAL CAPITAL MANAGEMENT, LP →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 7693803

Firm CRD# 160224

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Stephanie Marie Frick offer?

Stephanie Marie Frick specializes in Retirement Planning. Contact their office in REDWOOD CITY, California for a consultation.

What are Stephanie Marie Frick's credentials?

Stephanie Marie Frick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stephanie Marie Frick located?

Stephanie Marie Frick is based in REDWOOD CITY, California, working with DORSAL CAPITAL MANAGEMENT, LP. Their office serves clients in the REDWOOD CITY metropolitan area and surrounding communities.

How does Stephanie Marie Frick charge for services?

Stephanie Marie Frick's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DORSAL CAPITAL MANAGEMENT, LP?

DORSAL CAPITAL MANAGEMENT, LP has approximately 16 employees and manages $6.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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