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John Tomasz Pietrzak

CASTLE CREEK ADVISORS IV LLC·SAN DIEGO, California
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11682 EL CAMINO REAL, SUITE 320, SAN DIEGO, CA 92130CRD# 5010263Firm CRD# 158079
01

About

John Tomasz Pietrzak is a registered financial advisor based in SAN DIEGO, California, affiliated with CASTLE CREEK ADVISORS IV LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CASTLE CREEK ADVISORS IV LLC
CASTLE CREEK ADVISORS IV LLC
AUM
$979M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at CASTLE CREEK ADVISORS IV LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5010263
Firm CRD# 158079
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Tomasz Pietrzak offer?
John Tomasz Pietrzak specializes in Retirement Planning, Wealth Management. Contact their office in SAN DIEGO, California for a consultation.
What are John Tomasz Pietrzak's credentials?
John Tomasz Pietrzak is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Tomasz Pietrzak located?
John Tomasz Pietrzak is based in SAN DIEGO, California, working with CASTLE CREEK ADVISORS IV LLC. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.
How does John Tomasz Pietrzak charge for services?
John Tomasz Pietrzak'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 CASTLE CREEK ADVISORS IV LLC?
CASTLE CREEK ADVISORS IV LLC has approximately 10 employees and manages $979M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)PALO ALTO (715)NEWPORT BEACH (631)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuidePALO ALTO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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