Unclaimed Profile

Sarah Frances Wilson

INDABA CAPITAL MANAGEMENT, L.P.·SAN FRANCISCO, California

INDABA CAPITAL MANAGEMENT, L.P.

ONE LETTERMAN DRIVE, SAN FRANCISCO, CA 94129CRD# 4693451Firm CRD# 157905

Profile Verification

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

Identity

Sarah Frances Wilson · SAN FRANCISCO, CA

Registration

CRD #4693451 · INDABA CAPITAL MANAGEMENT, L.P.

Brand Profile

Not yet started

Disclosure history

3 disclosures on file · See FINRA BrokerCheck for full record

About

Sarah Frances Wilson is a registered financial advisor based in SAN FRANCISCO, California, affiliated with INDABA CAPITAL MANAGEMENT, L.P.. 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

INDABA CAPITAL MANAGEMENT, L.P.

AUM

$855M

Regulatory assets under management

Employees

Total firm employees

View all advisors at INDABA CAPITAL MANAGEMENT, L.P. →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 4693451

Firm CRD# 157905

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Sarah Frances Wilson offer?

Sarah Frances Wilson specializes in Retirement Planning. Contact their office in SAN FRANCISCO, California for a consultation.

What are Sarah Frances Wilson's credentials?

Sarah Frances Wilson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sarah Frances Wilson located?

Sarah Frances Wilson is based in SAN FRANCISCO, California, working with INDABA CAPITAL MANAGEMENT, L.P.. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Sarah Frances Wilson charge for services?

Sarah Frances Wilson'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 INDABA CAPITAL MANAGEMENT, L.P.?

INDABA CAPITAL MANAGEMENT, L.P. has approximately 14 employees and manages $855M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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