Unclaimed Profile

Timothy Mattias Byrd

LEGATO CAPITAL MANAGEMENT, LLC·SAN FRANCISCO, California

Clean recordLEGATO CAPITAL MANAGEMENT, LLC

111 PINE STREET, SAN FRANCISCO, CA 94111CRD# 7522387Firm CRD# 131704

Profile Verification

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

Identity

Timothy Mattias Byrd · SAN FRANCISCO, CA

Registration

CRD #7522387 · LEGATO CAPITAL MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Timothy Mattias Byrd is a registered financial advisor based in SAN FRANCISCO, California, affiliated with LEGATO CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

LEGATO CAPITAL MANAGEMENT, LLC

AUM

$1.0B

Regulatory assets under management

Employees

Total firm employees

View all advisors at LEGATO CAPITAL MANAGEMENT, LLC →

Services

Pension consulting

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 7522387

Firm CRD# 131704

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Timothy Mattias Byrd offer?

Timothy Mattias Byrd specializes in Retirement Planning, Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.

What are Timothy Mattias Byrd's credentials?

Timothy Mattias Byrd is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Timothy Mattias Byrd located?

Timothy Mattias Byrd is based in SAN FRANCISCO, California, working with LEGATO CAPITAL MANAGEMENT, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Timothy Mattias Byrd charge for services?

Timothy Mattias Byrd'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 LEGATO CAPITAL MANAGEMENT, LLC?

LEGATO CAPITAL MANAGEMENT, LLC has approximately 6 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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