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Christopher Medlock James

ENGINE NO.1 LLC·SAN FRANCISCO, California
Clean recordENGINE NO.1 LLC
710 SANSOME STREET, SAN FRANCISCO, CA 94111CRD# 2075684Firm CRD# 311998

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christopher Medlock James · SAN FRANCISCO, CA
Registration
CRD #2075684 · ENGINE NO.1 LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Christopher Medlock James is a registered financial advisor based in SAN FRANCISCO, California, affiliated with ENGINE NO.1 LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
ENGINE NO.1 LLC
ENGINE NO.1 LLC
AUM
$300M
Regulatory assets under management
Employees
33
Total firm employees
View all advisors at ENGINE NO.1 LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2075684
Firm CRD# 311998
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Christopher Medlock James offer?
Christopher Medlock James specializes in Retirement Planning. Contact their office in SAN FRANCISCO, California for a consultation.
What are Christopher Medlock James's credentials?
Christopher Medlock James is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christopher Medlock James located?
Christopher Medlock James is based in SAN FRANCISCO, California, working with ENGINE NO.1 LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Christopher Medlock James charge for services?
Christopher Medlock James'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 ENGINE NO.1 LLC?
ENGINE NO.1 LLC has approximately 33 employees and manages $300M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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David Paine Swift
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Research
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