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Gerald Willis Wheeler

BOXER CAPITAL MANAGEMENT, LLC·SAN DIEGO, California
Unclaimed Profile
12860 EL CAMINO REAL, STE 300, SAN DIEGO, CA 92130CRD# 2510139Firm CRD# 330106
01

About

Gerald Willis Wheeler is a registered financial advisor based in SAN DIEGO, California, affiliated with BOXER CAPITAL MANAGEMENT, 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
BOXER CAPITAL MANAGEMENT, LLC
BOXER CAPITAL MANAGEMENT, LLC
AUM
$2.5B
Regulatory assets under management
Employees
24
Total firm employees
View all advisors at BOXER CAPITAL MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 2510139
Firm CRD# 330106
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gerald Willis Wheeler offer?
Gerald Willis Wheeler specializes in Retirement Planning. Contact their office in SAN DIEGO, California for a consultation.
What are Gerald Willis Wheeler's credentials?
Gerald Willis Wheeler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gerald Willis Wheeler located?
Gerald Willis Wheeler is based in SAN DIEGO, California, working with BOXER CAPITAL MANAGEMENT, LLC. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.
How does Gerald Willis Wheeler charge for services?
Gerald Willis Wheeler's firm is compensated through 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 BOXER CAPITAL MANAGEMENT, LLC?
BOXER CAPITAL MANAGEMENT, LLC has approximately 24 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuidePALO ALTO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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