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Kurt Billick

BOCAGE CAPITAL, LLC·SAN FRANCISCO, California
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101 CALIFORNIA STREET, SAN FRANCISCO, CA 94111CRD# 2547770Firm CRD# 153767
01

About

Kurt Billick is a registered financial advisor based in SAN FRANCISCO, California, affiliated with BOCAGE CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
BOCAGE CAPITAL, LLC
BOCAGE CAPITAL, LLC
AUM
$432M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at BOCAGE CAPITAL, LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2547770
Firm CRD# 153767
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kurt Billick offer?
Kurt Billick specializes in Retirement Planning, Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.
What are Kurt Billick's credentials?
Kurt Billick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kurt Billick located?
Kurt Billick is based in SAN FRANCISCO, California, working with BOCAGE CAPITAL, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Kurt Billick charge for services?
Kurt Billick'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 BOCAGE CAPITAL, LLC?
BOCAGE CAPITAL, LLC has approximately 13 employees and manages $432M 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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