AdvisorOS Directory
Claim Profile
SF

Stephanie Marie Frick

DORSAL CAPITAL MANAGEMENT, LP·REDWOOD CITY, California
Unclaimed Profile
203 REDWOOD SHORES PARKWAY, REDWOOD CITY, CA 94065CRD# 7693803Firm CRD# 160224
01

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.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
DORSAL CAPITAL MANAGEMENT, LP
DORSAL CAPITAL MANAGEMENT, LP
AUM
$6.0B
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at DORSAL CAPITAL MANAGEMENT, LP →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7693803
Firm CRD# 160224
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in REDWOOD CITY?

Browse all registered financial advisors in REDWOOD CITY, California or claim this profile if it's yours.

Browse REDWOOD CITY AdvisorsAre you this advisor? Claim profile

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 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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at DORSAL CAPITAL MANAGEMENT, LP

Youlian Antonov Petkov
REDWOOD CITY, CA
Jay Howell Hebert
REDWOOD CITY, CA
Jeffrey Paul Barnett
REDWOOD CITY, CA
Melissa Lee Lassiter Petkov
REDWOOD CITY, CA
Ryan David Frick
REDWOOD CITY, CA
Robert Muse Bass
REDWOOD CITY, CA

More Advisors in REDWOOD CITY, California

Tipatat Chennavasin
VR FUND MANAGEMENT, L.L.C·REDWOOD CITY, CA
Anagha Raje
SIGNIA MANAGEMENT COMPANY, LLC·REDWOOD CITY, CA
Anita Marie Ramos
NAVIGATION GROUP LLC·REDWOOD CITY, CA
Anurag (nmn) Bhardwaj
SQN INVESTORS LP·REDWOOD CITY, CA
Christopher George Smith
OREI ADVISORS LP·REDWOOD CITY, CA
Douglas Rankin Barnard
FINTAN PARTNERS LLC·REDWOOD CITY, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)SANTA MONICA (478)IRVINE (455)SAN MATEO (339)LA JOLLA (257)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile