AdvisorOS Directory
Claim Profile
DW

Daniel Patrick Wimsatt

AAD CAPITAL MANAGEMENT L.P.·SOLANA BEACH, California
Unclaimed Profile
420 STEVENS AVENUE, SOLANA BEACH, CA 92075CRD# 1607410Firm CRD# 134246
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
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
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1607410
Firm CRD# 134246
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SOLANA BEACH?

Browse all registered financial advisors in SOLANA BEACH, California or claim this profile if it's yours.

Browse SOLANA BEACH AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in SOLANA BEACH
Andrew Yorisato Wasa — FOCUS INVESTMENT ADVISORS, INCHenry Joseph Ferry — FOCUS INVESTMENT ADVISORS, INCLee Alfred Tripodi — LAUREL WEALTH ADVISORS, INC.Linda Kaye Kitchens — HOKANSON ASSOCIATES, INC.Gregory Serras — VANGUARD CAPITAL
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
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile