Unclaimed Profile

Alicia L Lobo

AIMPERA CAPITAL PARTNERS LLC·SAN FRANCISCO, California

Clean recordAIMPERA CAPITAL PARTNERS LLC

600 MONTGOMERY STREET, SAN FRANCISCO, CA 94111CRD# 5190394Firm CRD# 307400

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Alicia L Lobo · SAN FRANCISCO, CA

Registration

CRD #5190394 · AIMPERA CAPITAL PARTNERS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Alicia L Lobo is a registered financial advisor based in SAN FRANCISCO, California, affiliated with AIMPERA CAPITAL PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

ERA PARTNERS LLC

AUM

$881M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ERA PARTNERS LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 5190394

Firm CRD# 307400

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Alicia L Lobo offer?

Alicia L Lobo specializes in Retirement Planning. Contact their office in SAN FRANCISCO, California for a consultation.

What are Alicia L Lobo's credentials?

Alicia L Lobo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Alicia L Lobo located?

Alicia L Lobo is based in SAN FRANCISCO, California, working with AIMPERA CAPITAL PARTNERS LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Alicia L Lobo charge for services?

Alicia L Lobo'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 AIMPERA CAPITAL PARTNERS LLC?

AIMPERA CAPITAL PARTNERS LLC has approximately 15 employees and manages $881M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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