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Jason Dean Georgatos

PARTNERS FOR GROWTH MANAGERS, LLC·SAN FRANCISCO, California
Unclaimed Profile
150 PACIFIC AVENUE, SAN FRANCISCO, CA 94111CRD# 6048398Firm CRD# 163495
01

About

Jason Dean Georgatos is a registered financial advisor based in SAN FRANCISCO, California, affiliated with PARTNERS FOR GROWTH MANAGERS, LLC. 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
PARTNERS FOR GROWTH MANAGERS, LLC
PARTNERS FOR GROWTH
AUM
$992M
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at PARTNERS FOR GROWTH MANAGERS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6048398
Firm CRD# 163495
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jason Dean Georgatos offer?
Jason Dean Georgatos specializes in Retirement Planning. Contact their office in SAN FRANCISCO, California for a consultation.
What are Jason Dean Georgatos's credentials?
Jason Dean Georgatos is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jason Dean Georgatos located?
Jason Dean Georgatos is based in SAN FRANCISCO, California, working with PARTNERS FOR GROWTH MANAGERS, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Jason Dean Georgatos charge for services?
Jason Dean Georgatos'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 PARTNERS FOR GROWTH MANAGERS, LLC?
PARTNERS FOR GROWTH MANAGERS, LLC has approximately 20 employees and manages $992M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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