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Neil Michael Garfinkel

FRANCISCO PARTNERS MANAGEMENT, L.P.·SAN FRANCISCO, California
Unclaimed Profile
ONE LETTERMAN DRIVE, SAN FRANCISCO, CA 94129CRD# 6028844Firm CRD# 160272
01

About

Neil Michael Garfinkel is a registered financial advisor based in SAN FRANCISCO, California, affiliated with FRANCISCO PARTNERS MANAGEMENT, L.P.. 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
FRANCISCO PARTNERS MANAGEMENT, L.P.
FRANCISCO PARTNERS
AUM
$45.0B
Regulatory assets under management
Employees
125
Total firm employees
View all advisors at FRANCISCO PARTNERS MANAGEMENT, L.P. →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6028844
Firm CRD# 160272
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Neil Michael Garfinkel offer?
Neil Michael Garfinkel specializes in Retirement Planning. Contact their office in SAN FRANCISCO, California for a consultation.
What are Neil Michael Garfinkel's credentials?
Neil Michael Garfinkel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Neil Michael Garfinkel located?
Neil Michael Garfinkel is based in SAN FRANCISCO, California, working with FRANCISCO PARTNERS MANAGEMENT, L.P.. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Neil Michael Garfinkel charge for services?
Neil Michael Garfinkel'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 FRANCISCO PARTNERS MANAGEMENT, L.P.?
FRANCISCO PARTNERS MANAGEMENT, L.P. has approximately 125 employees and manages $45.0B 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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