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Eric Arthur Winterhalter

TRAN CAPITAL MANAGEMENT, L.P.·SAN RAFAEL, California
Unclaimed Profile
1000 4TH ST, SAN RAFAEL, CA 94901CRD# 2264641Firm CRD# 107049
01

About

Eric Arthur Winterhalter is a registered financial advisor based in SAN RAFAEL, California, affiliated with TRAN CAPITAL MANAGEMENT, L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
TRAN CAPITAL MANAGEMENT, L.P.
TRAN CAPITAL MANAGEMENT, L.P.
AUM
$945M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at TRAN CAPITAL MANAGEMENT, L.P. →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2264641
Firm CRD# 107049
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Eric Arthur Winterhalter offer?
Eric Arthur Winterhalter specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SAN RAFAEL, California for a consultation.
What are Eric Arthur Winterhalter's credentials?
Eric Arthur Winterhalter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eric Arthur Winterhalter located?
Eric Arthur Winterhalter is based in SAN RAFAEL, California, working with TRAN CAPITAL MANAGEMENT, L.P.. Their office serves clients in the SAN RAFAEL metropolitan area and surrounding communities.
How does Eric Arthur Winterhalter charge for services?
Eric Arthur Winterhalter's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRAN CAPITAL MANAGEMENT, L.P.?
TRAN CAPITAL MANAGEMENT, L.P. has approximately 7 employees and manages $945M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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