Unclaimed Profile

Chase Sorgel

TURN/RIVER MANAGEMENT LLC·SAN FRANCISCO, California

Clean recordTURN/RIVER MANAGEMENT LLC

535 MISSION STREET, SAN FRANCISCO, CA 94105CRD# 6931963Firm CRD# 165897

Profile Verification

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

Identity

Chase Sorgel · SAN FRANCISCO, CA

Registration

CRD #6931963 · TURN/RIVER MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Chase Sorgel is a registered financial advisor based in SAN FRANCISCO, California, affiliated with TURN/RIVER MANAGEMENT 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

TURN/RIVER MANAGEMENT, L.P.

AUM

$2.7B

Regulatory assets under management

Employees

Total firm employees

View all advisors at TURN/RIVER MANAGEMENT, L.P. →

Services

Pension consulting

Other

Background

Compensation

Percentage of AUM

Performance-based fees

Other: SEE SCHEDULE D - MISCELLANEOUS

Regulatory

SEC/IARD CRD# 6931963

Firm CRD# 165897

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Chase Sorgel offer?

Chase Sorgel specializes in Retirement Planning. Contact their office in SAN FRANCISCO, California for a consultation.

What are Chase Sorgel's credentials?

Chase Sorgel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Chase Sorgel located?

Chase Sorgel is based in SAN FRANCISCO, California, working with TURN/RIVER MANAGEMENT LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Chase Sorgel charge for services?

Chase Sorgel's firm is compensated through percentage of aum, performance-based fees, other: see schedule d - miscellaneous. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TURN/RIVER MANAGEMENT LLC?

TURN/RIVER MANAGEMENT LLC has approximately 61 employees and manages $2.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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