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Kai Alexander Mcfarland

CLEARLAKE ADVISORS, L.L.C.·SAN ANSELMO, California
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201 SAN ANSELMO AVENUE, SAN ANSELMO, CA 94960-2854CRD# 5851543Firm CRD# 129627
01

About

Kai Alexander Mcfarland 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
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Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 5851543
Firm CRD# 129627
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kai Alexander Mcfarland offer?
Kai Alexander Mcfarland specializes in Investment Management, Retirement Planning. Contact their office in SAN ANSELMO, California for a consultation.
What are Kai Alexander Mcfarland's credentials?
Kai Alexander Mcfarland is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kai Alexander Mcfarland located?
Kai Alexander Mcfarland 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 Kai Alexander Mcfarland charge for services?
Kai Alexander Mcfarland'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.
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Other advisors in SAN ANSELMO
Christopher John Podoll — CLEARLAKE ADVISORS, L.L.C.Benjamin David Podoll — 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
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