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Kai Alexander Mcfarland

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

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kai Alexander Mcfarland · SAN ANSELMO, CA
Registration
CRD #5851543 · CLEARLAKE ADVISORS, L.L.C.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

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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# 5851543
Firm CRD# 129627
View on FINRA BrokerCheck →

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05

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 at CLEARLAKE ADVISORS, L.L.C.

Christopher John Podoll
SAN ANSELMO, CA
Benjamin David Podoll
SAN ANSELMO, CA
Jamie Davis
SAN ANSELMO, CA

Browse by Specialty

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Research
Advisor Fees in CaliforniaNational Fee Analysis
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