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Daniel Patrick Wimsatt

AAD CAPITAL MANAGEMENT L.P.·SOLANA BEACH, California
Clean recordAAD CAPITAL MANAGEMENT L.P.
420 STEVENS AVENUE, SOLANA BEACH, CA 92075CRD# 1607410Firm CRD# 134246

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Patrick Wimsatt · SOLANA BEACH, CA
Registration
CRD #1607410 · AAD CAPITAL MANAGEMENT L.P.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Daniel Patrick Wimsatt is a registered financial advisor based in SOLANA BEACH, California, affiliated with AAD CAPITAL MANAGEMENT L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
AAD CAPITAL MANAGEMENT L.P.
AAD CAPITAL MANAGEMENT L.P.
AUM
$41M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at AAD CAPITAL MANAGEMENT L.P. →
Services
Portfolio management (individuals)
Pension consulting
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Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1607410
Firm CRD# 134246
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Daniel Patrick Wimsatt offer?
Daniel Patrick Wimsatt specializes in Investment Management, Retirement Planning. Contact their office in SOLANA BEACH, California for a consultation.
What are Daniel Patrick Wimsatt's credentials?
Daniel Patrick Wimsatt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Patrick Wimsatt located?
Daniel Patrick Wimsatt is based in SOLANA BEACH, California, working with AAD CAPITAL MANAGEMENT L.P.. Their office serves clients in the SOLANA BEACH metropolitan area and surrounding communities.
How does Daniel Patrick Wimsatt charge for services?
Daniel Patrick Wimsatt'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 AAD CAPITAL MANAGEMENT L.P.?
AAD CAPITAL MANAGEMENT L.P. has approximately 1 employees and manages $41M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at AAD CAPITAL MANAGEMENT L.P.

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SOLANA BEACH, CA

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Research
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