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Jeffrey Samuel Bartfeld

BUENA VISTA FUND MANAGEMENT, LLC.·SAN FRANCISCO, California
Unclaimed Profile
ONE MARITIME PLAZA, SAN FRANCISCO, CA 94111CRD# 2054061Firm CRD# 124537
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About

Jeffrey Samuel Bartfeld is a registered financial advisor based in SAN FRANCISCO, California, affiliated with BUENA VISTA FUND MANAGEMENT, LLC.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
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Firm Overview

Firm
BUENA VISTA FUND MANAGEMENT, LLC.
BUENA VISTA FUND MANAGEMENT, LLC.
AUM
$421M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at BUENA VISTA FUND MANAGEMENT, LLC. →
Services
Pension consulting
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Background

Compensation
Percentage of AUM
Performance-based fees
Other: PERFORMANCE-BASED ALLOCATIONS
Regulatory
SEC/IARD CRD# 2054061
Firm CRD# 124537
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jeffrey Samuel Bartfeld offer?
Jeffrey Samuel Bartfeld specializes in Retirement Planning. Contact their office in SAN FRANCISCO, California for a consultation.
What are Jeffrey Samuel Bartfeld's credentials?
Jeffrey Samuel Bartfeld is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Samuel Bartfeld located?
Jeffrey Samuel Bartfeld is based in SAN FRANCISCO, California, working with BUENA VISTA FUND MANAGEMENT, LLC.. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Jeffrey Samuel Bartfeld charge for services?
Jeffrey Samuel Bartfeld's firm is compensated through percentage of aum, performance-based fees, other: performance-based allocations. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BUENA VISTA FUND MANAGEMENT, LLC.?
BUENA VISTA FUND MANAGEMENT, LLC. has approximately 1 employees and manages $421M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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