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Meredith Hooke

AAD CAPITAL MANAGEMENT L.P.·SOLANA BEACH, California
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420 STEVENS AVENUE, SOLANA BEACH, CA 92075CRD# 2683800Firm CRD# 134246
01

About

Meredith Hooke 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# 2683800
Firm CRD# 134246
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Meredith Hooke offer?
Meredith Hooke specializes in Investment Management, Retirement Planning. Contact their office in SOLANA BEACH, California for a consultation.
What are Meredith Hooke's credentials?
Meredith Hooke is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Meredith Hooke located?
Meredith Hooke 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 Meredith Hooke charge for services?
Meredith Hooke'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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Nearby cities in California
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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