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Katherine M Lilly

WESTON PRESIDIO SERVICE COMPANY, LLC·SAUSALITO, California
Unclaimed Profile
ONE HARBOR DRIVE, SAUSALITO, CA 94965CRD# 6316707Firm CRD# 160473
01

About

Katherine M Lilly is a registered financial advisor based in SAUSALITO, California, affiliated with WESTON PRESIDIO SERVICE COMPANY, 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
WESTON PRESIDIO SERVICE COMPANY, LLC
WESTON PRESIDIO
AUM
$270M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at WESTON PRESIDIO SERVICE COMPANY, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Other: CARRIED INTEREST
Regulatory
SEC/IARD CRD# 6316707
Firm CRD# 160473
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Katherine M Lilly offer?
Katherine M Lilly specializes in Retirement Planning. Contact their office in SAUSALITO, California for a consultation.
What are Katherine M Lilly's credentials?
Katherine M Lilly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Katherine M Lilly located?
Katherine M Lilly is based in SAUSALITO, California, working with WESTON PRESIDIO SERVICE COMPANY, LLC. Their office serves clients in the SAUSALITO metropolitan area and surrounding communities.
How does Katherine M Lilly charge for services?
Katherine M Lilly's firm is compensated through percentage of aum, other: carried interest. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WESTON PRESIDIO SERVICE COMPANY, LLC?
WESTON PRESIDIO SERVICE COMPANY, LLC is a registered investment adviser with the SEC, managing $270M in regulatory assets under management. See their Form ADV for full details.
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Research
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