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Anne Katherine Woodworth

LIQUID CAPITAL MANAGEMENT LLC·SAN RAFAEL, California
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1010 B STREET, SAN RAFAEL, CA 94901CRD# 7497095Firm CRD# 299577
01

About

Anne Katherine Woodworth is a registered financial advisor based in SAN RAFAEL, California, affiliated with LIQUID CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
LIQUID CAPITAL MANAGEMENT LLC
LIQUID CAPITAL MANAGEMENT LLC
AUM
$256M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at LIQUID CAPITAL MANAGEMENT LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7497095
Firm CRD# 299577
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Anne Katherine Woodworth offer?
Anne Katherine Woodworth specializes in Retirement Planning. Contact their office in SAN RAFAEL, California for a consultation.
What are Anne Katherine Woodworth's credentials?
Anne Katherine Woodworth is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Anne Katherine Woodworth located?
Anne Katherine Woodworth is based in SAN RAFAEL, California, working with LIQUID CAPITAL MANAGEMENT LLC. Their office serves clients in the SAN RAFAEL metropolitan area and surrounding communities.
How does Anne Katherine Woodworth charge for services?
Anne Katherine Woodworth'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 LIQUID CAPITAL MANAGEMENT LLC?
LIQUID CAPITAL MANAGEMENT LLC has approximately 5 employees and manages $256M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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