Unclaimed Profile

Peter James Knez

INCAPTURE INVESTMENTS LLC·SAN FRANCISCO, California

Clean recordINCAPTURE INVESTMENTS LLC

600 MONTGOMERY STREET, SAN FRANCISCO, CA 94111CRD# 4347420Firm CRD# 169683

Profile Verification

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

Identity

Peter James Knez · SAN FRANCISCO, CA

Registration

CRD #4347420 · INCAPTURE INVESTMENTS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Peter James Knez is a registered financial advisor based in SAN FRANCISCO, California, affiliated with INCAPTURE INVESTMENTS 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

INCAPTURE INVESTMENTS LLC

AUM

$376M

Regulatory assets under management

Employees

Total firm employees

View all advisors at INCAPTURE INVESTMENTS LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 4347420

Firm CRD# 169683

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Peter James Knez offer?

Peter James Knez specializes in Retirement Planning. Contact their office in SAN FRANCISCO, California for a consultation.

What are Peter James Knez's credentials?

Peter James Knez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Peter James Knez located?

Peter James Knez is based in SAN FRANCISCO, California, working with INCAPTURE INVESTMENTS LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Peter James Knez charge for services?

Peter James Knez'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 INCAPTURE INVESTMENTS LLC?

INCAPTURE INVESTMENTS LLC has approximately 32 employees and manages $376M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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