Unclaimed Profile

Patrick Geddes

APERIO GROUP, LLC·SAUSALITO, California

APERIO GROUP, LLC

THREE HARBOR DRIVE, SAUSALITO, CA 94965CRD# 3098131Firm CRD# 111616

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Patrick Geddes · SAUSALITO, CA

Registration

CRD #3098131 · APERIO GROUP, LLC

Brand Profile

Not yet started

Disclosure history

8 disclosures on file · See FINRA BrokerCheck for full record

About

Patrick Geddes is a registered financial advisor based in SAUSALITO, California, affiliated with APERIO GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

APERIO GROUP, LLC

AUM

$80.2B

Regulatory assets under management

Employees

170

Total firm employees

View all advisors at APERIO GROUP, LLC →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 3098131

Firm CRD# 111616

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Patrick Geddes offer?

Patrick Geddes specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SAUSALITO, California for a consultation.

What are Patrick Geddes's credentials?

Patrick Geddes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Patrick Geddes located?

Patrick Geddes is based in SAUSALITO, California, working with APERIO GROUP, LLC. Their office serves clients in the SAUSALITO metropolitan area and surrounding communities.

How does Patrick Geddes charge for services?

Patrick Geddes's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is APERIO GROUP, LLC?

APERIO GROUP, LLC has approximately 170 employees and manages $80.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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