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Ryan Zentner Lafond

ALGERT GLOBAL LLC·SAN FRANCISCO, California
ALGERT GLOBAL LLC
101 CALIFORNIA STREET, SAN FRANCISCO, CA 94111CRD# 3263381Firm CRD# 125523

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ryan Zentner Lafond · SAN FRANCISCO, CA
Registration
CRD #3263381 · ALGERT GLOBAL LLC
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Ryan Zentner Lafond is a registered financial advisor based in SAN FRANCISCO, California, affiliated with ALGERT GLOBAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Institutional Investors
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
ALGERT GLOBAL LLC
ALGERT GLOBAL LLC
AUM
$4.4B
Regulatory assets under management
Employees
20
Total firm employees
Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 3263381
Firm CRD# 125523
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Ryan Zentner Lafond offer?
Ryan Zentner Lafond specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.
What are Ryan Zentner Lafond's credentials?
Ryan Zentner Lafond is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ryan Zentner Lafond located?
Ryan Zentner Lafond is based in SAN FRANCISCO, California, working with ALGERT GLOBAL LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Ryan Zentner Lafond charge for services?
Ryan Zentner Lafond'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 ALGERT GLOBAL LLC?
ALGERT GLOBAL LLC has approximately 20 employees and manages $4.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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