Unclaimed Profile

Christopher Craig Schlatter

TRUE CAPITAL MANAGEMENT LLC·SAN FRANCISCO, California

SIE, Series 7, Series 66Clean record14 years registeredTRUE CAPITAL MANAGEMENT LLC

101 MONTGOMERY STREET, SAN FRANCISCO, CA 94104CRD# 5902531Firm CRD# 142962

Profile Verification

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

Identity

Christopher Craig Schlatter · SAN FRANCISCO, CA

Registration

CRD #5902531 · TRUE CAPITAL MANAGEMENT LLC · 14 years registered

Brand Profile

Not yet started

Career History

CRESSET ASSET MANAGEMENT, LLC

May 2023 – present

TRUE CAPITAL MANAGEMENT

May 2015 – May 2023

SAN FRANCISCO, CA

LINCOLN FINANCIAL ADVISORS CORPORATION

Nov 2011 – May 2015

EL SEGUNDO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · November 18, 2011

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TRUE CAPITAL MANAGEMENT LLC

CRD 142962 · SEC 801-67503

AUM

$1.6B

Regulatory assets under management

Employees

431 client accounts

Services offered by TRUE CAPITAL MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at TRUE CAPITAL MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Christopher Craig Schlatter offer?

Christopher Craig Schlatter specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in SAN FRANCISCO, California for a consultation.

What are Christopher Craig Schlatter's credentials?

Christopher Craig Schlatter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Christopher Craig Schlatter located?

Christopher Craig Schlatter is based in SAN FRANCISCO, California, working with TRUE CAPITAL MANAGEMENT LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Christopher Craig Schlatter charge for services?

Christopher Craig Schlatter's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: due diligence fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRUE CAPITAL MANAGEMENT LLC?

TRUE CAPITAL MANAGEMENT LLC has approximately 37 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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