Unclaimed Profile

Katrina Lynn Sweezea

ACORE CAPITAL, LP·SAN FRANCISCO, California

Clean recordACORE CAPITAL, LP

39 MESA STREET, SAN FRANCISCO, CA 94129CRD# 6741106Firm CRD# 175054

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Katrina Lynn Sweezea · SAN FRANCISCO, CA

Registration

CRD #6741106 · ACORE CAPITAL, LP

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Katrina Lynn Sweezea is a registered financial advisor based in SAN FRANCISCO, California, affiliated with ACORE CAPITAL, LP. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

ACORE CAPITAL, LP

AUM

$20.1B

Regulatory assets under management

Employees

126

Total firm employees

View all advisors at ACORE CAPITAL, LP →

Services

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6741106

Firm CRD# 175054

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Katrina Lynn Sweezea offer?

Katrina Lynn Sweezea specializes in Retirement Planning, Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.

What are Katrina Lynn Sweezea's credentials?

Katrina Lynn Sweezea is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Katrina Lynn Sweezea located?

Katrina Lynn Sweezea is based in SAN FRANCISCO, California, working with ACORE CAPITAL, LP. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Katrina Lynn Sweezea charge for services?

Katrina Lynn Sweezea'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 ACORE CAPITAL, LP?

ACORE CAPITAL, LP has approximately 126 employees and manages $20.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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