AdvisorOS Directory
Claim Profile
AM

Ashley Brooke Marks

CORDILLERA INVESTMENT PARTNERS, L.P.·SAN FRANCISCO, California
Unclaimed Profile
1 LETTERMAN DR, SAN FRANCISCO, CA 94129CRD# 3096821Firm CRD# 277036
01

About

Ashley Brooke Marks is a registered financial advisor based in SAN FRANCISCO, California, affiliated with CORDILLERA INVESTMENT PARTNERS, L.P.. 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
CORDILLERA INVESTMENT PARTNERS, L.P.
CORDILLERA INVESTMENT PARTNERS, L.P.
AUM
$1.6B
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at CORDILLERA INVESTMENT PARTNERS, L.P. →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 3096821
Firm CRD# 277036
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SAN FRANCISCO?

Browse all registered financial advisors in SAN FRANCISCO, California or claim this profile if it's yours.

Browse SAN FRANCISCO AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Ashley Brooke Marks offer?
Ashley Brooke Marks specializes in Retirement Planning. Contact their office in SAN FRANCISCO, California for a consultation.
What are Ashley Brooke Marks's credentials?
Ashley Brooke Marks is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ashley Brooke Marks located?
Ashley Brooke Marks is based in SAN FRANCISCO, California, working with CORDILLERA INVESTMENT PARTNERS, L.P.. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Ashley Brooke Marks charge for services?
Ashley Brooke Marks'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 CORDILLERA INVESTMENT PARTNERS, L.P.?
CORDILLERA INVESTMENT PARTNERS, L.P. has approximately 12 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at CORDILLERA INVESTMENT PARTNERS, L.P.

Agustin Marco Araya
SAN FRANCISCO, CA
Christopher Maclean Heller
SAN FRANCISCO, CA
Jessica Tong Baron
SAN FRANCISCO, CA
Zankhna Bhavik Vasha
SAN FRANCISCO, CA

More Advisors in SAN FRANCISCO, California

Eric Chad Pollack
LEGATO CAPITAL MANAGEMENT, LLC·SAN FRANCISCO, CA
Keiko Kai
MELLON CAPITAL MANAGEMENT CORPORATION·SAN FRANCISCO, CA
David Kwan
MELLON CAPITAL MANAGEMENT CORPORATION·SAN FRANCISCO, CA
Jane Jinwen Su
BLUM CAPITAL PARTNERS LP·SAN FRANCISCO, CA
Karen Wong
MELLON CAPITAL MANAGEMENT CORPORATION·SAN FRANCISCO, CA
Lynn Barbara Spang
MELLON CAPITAL MANAGEMENT CORPORATION·SAN FRANCISCO, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)SANTA MONICA (478)IRVINE (455)SAN MATEO (339)LA JOLLA (257)PASADENA (247)
City Guides
LOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile