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Kevin Compton

LATTICE STRATEGIES LLC·SAN FRANCISCO, California
Unclaimed Profile
101 MONTGOMERY ST, SAN FRANCISCO, CA 94104CRD# 5608379Firm CRD# 130373
01

About

Kevin Compton is a registered financial advisor based in SAN FRANCISCO, California, affiliated with LATTICE STRATEGIES LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
LATTICE STRATEGIES LLC
HARTFORD FUNDS
AUM
$2.1B
Regulatory assets under management
Employees
384
Total firm employees
View all advisors at LATTICE STRATEGIES LLC →
Services
Portfolio management (pooled investments)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5608379
Firm CRD# 130373
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kevin Compton offer?
Kevin Compton specializes in Investment Management, Fee-Only Advisory. Contact their office in SAN FRANCISCO, California for a consultation.
What are Kevin Compton's credentials?
Kevin Compton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin Compton located?
Kevin Compton is based in SAN FRANCISCO, California, working with LATTICE STRATEGIES LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Kevin Compton charge for services?
Kevin Compton's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LATTICE STRATEGIES LLC?
LATTICE STRATEGIES LLC has approximately 384 employees and manages $2.1B 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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