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David William Lafontaine Whittall

FIDUCIARY RESEARCH AND CONSULTING LLC·SAN FRANCISCO, California
Clean recordFIDUCIARY RESEARCH AND CONSULTING LLC
ONE MARKET STREET, SPEAR TOWER, SUITE 4150, SAN FRANCISCO, CA 94105CRD# 4398427Firm CRD# 151731

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David William Lafontaine Whittall · SAN FRANCISCO, CA
Registration
CRD #4398427 · FIDUCIARY RESEARCH AND CONSULTING LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

David William Lafontaine Whittall is a registered financial advisor based in SAN FRANCISCO, California, affiliated with FIDUCIARY RESEARCH AND CONSULTING LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

Introduction

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03

Firm Overview

Firm
FIDUCIARY RESEARCH AND CONSULTING LLC
FIDUCIARY RESEARCH AND CONSULTING LLC
AUM
$8.3B
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at FIDUCIARY RESEARCH AND CONSULTING LLC →
Services
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Other: A PERCENTAGE OF ASSETS UNDER CONSULTANCY (NON-DISCRETIONARY).
Regulatory
SEC/IARD CRD# 4398427
Firm CRD# 151731
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David William Lafontaine Whittall offer?
David William Lafontaine Whittall is a registered financial advisor in SAN FRANCISCO, California. Contact their office for details on services offered.
What are David William Lafontaine Whittall's credentials?
David William Lafontaine Whittall is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David William Lafontaine Whittall located?
David William Lafontaine Whittall is based in SAN FRANCISCO, California, working with FIDUCIARY RESEARCH AND CONSULTING LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does David William Lafontaine Whittall charge for services?
David William Lafontaine Whittall's firm is compensated through other: a percentage of assets under consultancy (non-discretionary).. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FIDUCIARY RESEARCH AND CONSULTING LLC?
FIDUCIARY RESEARCH AND CONSULTING LLC has approximately 2 employees and manages $8.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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