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Alan J Kessler

LEGATO CAPITAL MANAGEMENT LLC·SAN FRANCISCO, California
Unclaimed Profile
111 PINE STREET, SAN FRANCISCO, CA 94111CRD# 5316029Firm CRD# 131704
01

About

Alan J Kessler is a registered financial advisor based in SAN FRANCISCO, California, affiliated with LEGATO CAPITAL MANAGEMENT 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
LEGATO CAPITAL MANAGEMENT, LLC
LEGATO CAPITAL MANAGEMENT, LLC
AUM
$1.0B
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at LEGATO CAPITAL MANAGEMENT, LLC →
Services
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5316029
Firm CRD# 131704
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Alan J Kessler offer?
Alan J Kessler specializes in Retirement Planning, Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.
What are Alan J Kessler's credentials?
Alan J Kessler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alan J Kessler located?
Alan J Kessler is based in SAN FRANCISCO, California, working with LEGATO CAPITAL MANAGEMENT LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Alan J Kessler charge for services?
Alan J Kessler'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 LEGATO CAPITAL MANAGEMENT LLC?
LEGATO CAPITAL MANAGEMENT LLC has approximately 6 employees and manages $1.0B 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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Research
Advisor Fees in CaliforniaNational Fee Analysis
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