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Todd Keefe Barker

FREESTONE GROVE PARTNERS LP·SAN FRANCISCO, California
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ONE MARKET PLAZA, STEUART TOWER, SAN FRANCISCO, CA 94105CRD# 4429524Firm CRD# 328089
01

About

Todd Keefe Barker is a registered financial advisor based in SAN FRANCISCO, California, affiliated with FREESTONE GROVE PARTNERS LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
FREESTONE GROVE PARTNERS LP
FREESTONE GROVE PARTNERS LP
AUM
$6.0B
Regulatory assets under management
Employees
107
Total firm employees
View all advisors at FREESTONE GROVE PARTNERS LP →
Services
Pension consulting
04

Background

Compensation
Performance-based fees
Other: PASS THROUGH REIMBURSEMENT
Regulatory
SEC/IARD CRD# 4429524
Firm CRD# 328089
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Todd Keefe Barker offer?
Todd Keefe Barker specializes in Retirement Planning. Contact their office in SAN FRANCISCO, California for a consultation.
What are Todd Keefe Barker's credentials?
Todd Keefe Barker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Todd Keefe Barker located?
Todd Keefe Barker is based in SAN FRANCISCO, California, working with FREESTONE GROVE PARTNERS LP. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Todd Keefe Barker charge for services?
Todd Keefe Barker's firm is compensated through performance-based fees, other: pass through reimbursement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FREESTONE GROVE PARTNERS LP?
FREESTONE GROVE PARTNERS LP has approximately 107 employees and manages $6.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Santiago Daniel Morillo
SAN FRANCISCO, CA

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Research
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