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Tobias Eric Carlisle

ACQUIRERS FUNDS, LLC·ROLLING HILLS, California
Clean recordACQUIRERS FUNDS, LLC
609 DEEP VALLEY DRIVE, ROLLING HILLS, CA 90503CRD# 5941790Firm CRD# 298309

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Tobias Eric Carlisle · ROLLING HILLS, CA
Registration
CRD #5941790 · ACQUIRERS FUNDS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Tobias Eric Carlisle is a registered financial advisor based in ROLLING HILLS, California, affiliated with ACQUIRERS FUNDS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Institutional Investors
Introduction

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03

Firm Overview

Firm
ACQUIRERS FUNDS, LLC
ACQUIRERS FUNDS, LLC
AUM
$40M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at ACQUIRERS FUNDS, LLC →
Services
Portfolio management (pooled investments)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5941790
Firm CRD# 298309
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Tobias Eric Carlisle offer?
Tobias Eric Carlisle specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ROLLING HILLS, California for a consultation.
What are Tobias Eric Carlisle's credentials?
Tobias Eric Carlisle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tobias Eric Carlisle located?
Tobias Eric Carlisle is based in ROLLING HILLS, California, working with ACQUIRERS FUNDS, LLC. Their office serves clients in the ROLLING HILLS metropolitan area and surrounding communities.
How does Tobias Eric Carlisle charge for services?
Tobias Eric Carlisle's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ACQUIRERS FUNDS, LLC?
ACQUIRERS FUNDS, LLC has approximately 1 employees and manages $40M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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