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Christopher Paul Montclare

FISHER LYNCH CAPITAL, LLC·SAN MATEO, California
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2929 CAMPUS DRIVE, SAN MATEO, CA 94403CRD# 5055327Firm CRD# 160694
01

About

Christopher Paul Montclare is a registered financial advisor based in SAN MATEO, California, affiliated with FISHER LYNCH CAPITAL, LLC. 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
FISHER LYNCH CAPITAL, LLC
FISHER LYNCH CAPITAL, LLC
AUM
$6.4B
Regulatory assets under management
Employees
22
Total firm employees
View all advisors at FISHER LYNCH CAPITAL, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5055327
Firm CRD# 160694
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Christopher Paul Montclare offer?
Christopher Paul Montclare specializes in Retirement Planning. Contact their office in SAN MATEO, California for a consultation.
What are Christopher Paul Montclare's credentials?
Christopher Paul Montclare is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christopher Paul Montclare located?
Christopher Paul Montclare is based in SAN MATEO, California, working with FISHER LYNCH CAPITAL, LLC. Their office serves clients in the SAN MATEO metropolitan area and surrounding communities.
How does Christopher Paul Montclare charge for services?
Christopher Paul Montclare'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 FISHER LYNCH CAPITAL, LLC?
FISHER LYNCH CAPITAL, LLC has approximately 22 employees and manages $6.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FISHER LYNCH CAPITAL, LLC

Leon Nmn Kuan
SAN MATEO, CA
Georganne Fisher Perkins
SAN MATEO, CA
Marcus James Wood
SAN MATEO, CA
Brett Kevin Fisher
SAN MATEO, CA
Daniel Barakat
SAN MATEO, CA
Deborah Marie Richard
SAN MATEO, CA

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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