AdvisorOS Directory
Claim Profile
CP

Christopher John Podoll

CLEARLAKE ADVISORS, L.L.C.·SAN ANSELMO, California
Unclaimed Profile
201 SAN ANSELMO AVENUE, SAN ANSELMO, CA 94960-2854CRD# 5059539Firm CRD# 129627
01

About

Christopher John Podoll is a registered financial advisor based in SAN ANSELMO, California, affiliated with CLEARLAKE ADVISORS, L.L.C.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
CLEARLAKE ADVISORS, L.L.C.
CLEARLAKE ADVISORS, L.L.C.
AUM
$254M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at CLEARLAKE ADVISORS, L.L.C. →
Services
Portfolio management (individuals)
Pension consulting
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 5059539
Firm CRD# 129627
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SAN ANSELMO?

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

Browse SAN ANSELMO 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 Christopher John Podoll offer?
Christopher John Podoll specializes in Investment Management, Retirement Planning. Contact their office in SAN ANSELMO, California for a consultation.
What are Christopher John Podoll's credentials?
Christopher John Podoll is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christopher John Podoll located?
Christopher John Podoll is based in SAN ANSELMO, California, working with CLEARLAKE ADVISORS, L.L.C.. Their office serves clients in the SAN ANSELMO metropolitan area and surrounding communities.
How does Christopher John Podoll charge for services?
Christopher John Podoll's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CLEARLAKE ADVISORS, L.L.C.?
CLEARLAKE ADVISORS, L.L.C. has approximately 4 employees and manages $254M 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 in SAN ANSELMO
Benjamin David Podoll — CLEARLAKE ADVISORS, L.L.C.Kai Alexander Mcfarland — CLEARLAKE ADVISORS, L.L.C.Jamie Davis — CLEARLAKE ADVISORS, L.L.C.
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
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile