Unclaimed Profile

Thomas Whiteaker

PROPEL VENTURE PARTNERS MANAGEMENT CO., LLC·SAN FRANCISCO, California

Clean recordPROPEL VENTURE PARTNERS MANAGEMENT CO., LLC

201 MISSION ST., SAN FRANCISCO, CA 94105CRD# 6625450Firm CRD# 283261

Profile Verification

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

Identity

Thomas Whiteaker · SAN FRANCISCO, CA

Registration

CRD #6625450 · PROPEL VENTURE PARTNERS MANAGEMENT CO., LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Thomas Whiteaker is a registered financial advisor based in SAN FRANCISCO, California, affiliated with PROPEL VENTURE PARTNERS MANAGEMENT CO., 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

PROPEL VENTURE PARTNERS MANAGEMENT CO., LLC

PROPEL VENTURE PARTNERS MANAGEMENT CO.

AUM

$749M

Regulatory assets under management

Employees

Total firm employees

View all advisors at PROPEL VENTURE PARTNERS MANAGEMENT CO., LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6625450

Firm CRD# 283261

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Thomas Whiteaker offer?

Thomas Whiteaker specializes in Retirement Planning. Contact their office in SAN FRANCISCO, California for a consultation.

What are Thomas Whiteaker's credentials?

Thomas Whiteaker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Thomas Whiteaker located?

Thomas Whiteaker is based in SAN FRANCISCO, California, working with PROPEL VENTURE PARTNERS MANAGEMENT CO., LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Thomas Whiteaker charge for services?

Thomas Whiteaker'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 PROPEL VENTURE PARTNERS MANAGEMENT CO., LLC?

PROPEL VENTURE PARTNERS MANAGEMENT CO., LLC has approximately 6 employees and manages $749M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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