Unclaimed Profile

Kurt Edward Gatterdam

FILLMORE CAPITAL PARTNERS, LLC·SAN FRANCISCO, California

Clean recordFILLMORE CAPITAL PARTNERS, LLC

4 EMBARCADERO CENTER, SAN FRANCISCO, CA 94111-4172CRD# 6776973Firm CRD# 139256

Profile Verification

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

Identity

Kurt Edward Gatterdam · SAN FRANCISCO, CA

Registration

CRD #6776973 · FILLMORE CAPITAL PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

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

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

FILLMORE CAPITAL PARTNERS, LLC

AUM

$1.4B

Regulatory assets under management

Employees

Total firm employees

View all advisors at FILLMORE CAPITAL PARTNERS, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 6776973

Firm CRD# 139256

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kurt Edward Gatterdam offer?

Kurt Edward Gatterdam specializes in Retirement Planning. Contact their office in SAN FRANCISCO, California for a consultation.

What are Kurt Edward Gatterdam's credentials?

Kurt Edward Gatterdam is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kurt Edward Gatterdam located?

Kurt Edward Gatterdam is based in SAN FRANCISCO, California, working with FILLMORE CAPITAL PARTNERS, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Kurt Edward Gatterdam charge for services?

Kurt Edward Gatterdam's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FILLMORE CAPITAL PARTNERS, LLC?

FILLMORE CAPITAL PARTNERS, LLC has approximately 25 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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