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Michael Clifford Rockefeller

WOODLINE PARTNERS LP·SAN FRANCISCO, California
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FOUR EMBARCADERO CENTER, SAN FRANCISCO, CA 94111CRD# 4889175Firm CRD# 301480
01

About

Michael Clifford Rockefeller is a registered financial advisor based in SAN FRANCISCO, California, affiliated with WOODLINE PARTNERS LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
WOODLINE PARTNERS LP
WOODLINE PARTNERS LP
AUM
$15.0B
Regulatory assets under management
Employees
75
Total firm employees
View all advisors at WOODLINE PARTNERS LP →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4889175
Firm CRD# 301480
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Clifford Rockefeller offer?
Michael Clifford Rockefeller specializes in Retirement Planning. Contact their office in SAN FRANCISCO, California for a consultation.
What are Michael Clifford Rockefeller's credentials?
Michael Clifford Rockefeller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Clifford Rockefeller located?
Michael Clifford Rockefeller is based in SAN FRANCISCO, California, working with WOODLINE PARTNERS LP. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Michael Clifford Rockefeller charge for services?
Michael Clifford Rockefeller'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 WOODLINE PARTNERS LP?
WOODLINE PARTNERS LP has approximately 75 employees and manages $15.0B 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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