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Casey Christensen

SWVP FUND XV GP, LLC·SAN DIEGO, California
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12770 EL CAMINO REAL, SAN DIEGO, CA 92130-2008CRD# 6933524Firm CRD# 294633
01

About

Casey Christensen is a registered financial advisor based in SAN DIEGO, California, affiliated with SWVP FUND XV GP, LLC. 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
SWVP FUND XV GP, LLC
SWVP FUND XV GP, LLC
AUM
—
Regulatory assets under management
Employees
34
Total firm employees
View all advisors at SWVP FUND XV GP, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6933524
Firm CRD# 294633
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Casey Christensen offer?
Casey Christensen specializes in Retirement Planning. Contact their office in SAN DIEGO, California for a consultation.
What are Casey Christensen's credentials?
Casey Christensen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Casey Christensen located?
Casey Christensen is based in SAN DIEGO, California, working with SWVP FUND XV GP, LLC. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.
How does Casey Christensen charge for services?
Casey Christensen'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 SWVP FUND XV GP, LLC?
SWVP FUND XV GP, LLC has approximately 34 employees. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SWVP FUND XV GP, LLC

David Mullard
SAN DIEGO, CA
James T Nathan
SAN DIEGO, CA

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Research
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