AdvisorOS Directory
Claim Profile
DC

David Howard Courtney

CROSSLINK CAPITAL, INC.·SAN FRANCISCO, California
Unclaimed Profile
TWO EMBARCADERO CENTER, SUITE 2200, SAN FRANCISCO, CA 94111CRD# 1670884Firm CRD# 109948
01

About

David Howard Courtney is a registered financial advisor based in SAN FRANCISCO, California, affiliated with CROSSLINK CAPITAL, INC.. 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
CROSSLINK CAPITAL, INC.
CROSSLINK CAPITAL, INC.
AUM
$4.9B
Regulatory assets under management
Employees
32
Total firm employees
View all advisors at CROSSLINK CAPITAL, INC. →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1670884
Firm CRD# 109948
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

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does David Howard Courtney offer?
David Howard Courtney specializes in Retirement Planning. Contact their office in SAN FRANCISCO, California for a consultation.
What are David Howard Courtney's credentials?
David Howard Courtney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Howard Courtney located?
David Howard Courtney is based in SAN FRANCISCO, California, working with CROSSLINK CAPITAL, INC.. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does David Howard Courtney charge for services?
David Howard Courtney'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 CROSSLINK CAPITAL, INC.?
CROSSLINK CAPITAL, INC. has approximately 32 employees and manages $4.9B 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 in SAN FRANCISCO
Ron David Zeff — CARMEL MANAGEMENT III, LLCRichard Charles Blum — BLUM INVESTMENT PARTNERS, INC.Brian Jeffery Smith — CARMEL MANAGEMENT III, LLCChristopher John Beda — CARMEL MANAGEMENT III, LLCDavid Kurzweil — ACORE CAPITAL, LP
Nearby cities in California
LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)
City Guides
LOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile