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Jerald Martin Weintraub

WEINTRAUB CAPITAL MANAGEMENT, L.P.·SAN FRANCISCO, California
Clean recordWEINTRAUB CAPITAL MANAGEMENT, L.P.
44 MONTGOMERY STREET, SAN FRANCISCO, CA 94104CRD# 1035545Firm CRD# 136068

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jerald Martin Weintraub · SAN FRANCISCO, CA
Registration
CRD #1035545 · WEINTRAUB CAPITAL MANAGEMENT, L.P.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jerald Martin Weintraub is a registered financial advisor based in SAN FRANCISCO, California, affiliated with WEINTRAUB CAPITAL MANAGEMENT, L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
WEINTRAUB CAPITAL MANAGEMENT, L.P.
WEINTRAUB CAPITAL MANAGEMENT, L.P.
AUM
$1.4B
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at WEINTRAUB CAPITAL MANAGEMENT, L.P. →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: PERFORMANCE-BASED ALLOCATIONS
Regulatory
SEC/IARD CRD# 1035545
Firm CRD# 136068
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jerald Martin Weintraub offer?
Jerald Martin Weintraub specializes in Retirement Planning. Contact their office in SAN FRANCISCO, California for a consultation.
What are Jerald Martin Weintraub's credentials?
Jerald Martin Weintraub is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jerald Martin Weintraub located?
Jerald Martin Weintraub is based in SAN FRANCISCO, California, working with WEINTRAUB CAPITAL MANAGEMENT, L.P.. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Jerald Martin Weintraub charge for services?
Jerald Martin Weintraub'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 WEINTRAUB CAPITAL MANAGEMENT, L.P.?
WEINTRAUB CAPITAL MANAGEMENT, L.P. has approximately 11 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Melody R. Howe Weintraub
SAN FRANCISCO, CA
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