Unclaimed Profile

Susanna White Daniels

HELLMAN & FRIEDMAN LLC·SAN FRANCISCO, California

Clean recordHELLMAN & FRIEDMAN LLC

415 MISSION STREET, SAN FRANCISCO, CA 94105CRD# 2578925Firm CRD# 158614

Profile Verification

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

Identity

Susanna White Daniels · SAN FRANCISCO, CA

Registration

CRD #2578925 · HELLMAN & FRIEDMAN LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Susanna White Daniels is a registered financial advisor based in SAN FRANCISCO, California, affiliated with HELLMAN & FRIEDMAN 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

HELLMAN & FRIEDMAN LLC

AUM

$105.7B

Regulatory assets under management

Employees

120

Total firm employees

View all advisors at HELLMAN & FRIEDMAN LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Other: CARRIED INTEREST; PROFITS INTEREST

Regulatory

SEC/IARD CRD# 2578925

Firm CRD# 158614

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Susanna White Daniels offer?

Susanna White Daniels specializes in Retirement Planning. Contact their office in SAN FRANCISCO, California for a consultation.

What are Susanna White Daniels's credentials?

Susanna White Daniels is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Susanna White Daniels located?

Susanna White Daniels is based in SAN FRANCISCO, California, working with HELLMAN & FRIEDMAN LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Susanna White Daniels charge for services?

Susanna White Daniels's firm is compensated through percentage of aum, other: carried interest; profits interest. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HELLMAN & FRIEDMAN LLC?

HELLMAN & FRIEDMAN LLC has approximately 120 employees and manages $105.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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