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Christopher David Sipes

FERMATA ADVISORS, LLC·SONOMA, California
Unclaimed Profile
539 BROADWAY, SONOMA, CA 95476CRD# 5849183Firm CRD# 305614
01

About

Christopher David Sipes is a registered financial advisor based in SONOMA, California, affiliated with FERMATA ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FERMATA ADVISORS, LLC
FERMATA ADVISORS
AUM
$974M
Regulatory assets under management
Employees
24
Total firm employees
View all advisors at FERMATA ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5849183
Firm CRD# 305614
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Christopher David Sipes offer?
Christopher David Sipes specializes in Financial Planning, Investment Management. Contact their office in SONOMA, California for a consultation.
What are Christopher David Sipes's credentials?
Christopher David Sipes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christopher David Sipes located?
Christopher David Sipes is based in SONOMA, California, working with FERMATA ADVISORS, LLC. Their office serves clients in the SONOMA metropolitan area and surrounding communities.
How does Christopher David Sipes charge for services?
Christopher David Sipes's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FERMATA ADVISORS, LLC?
FERMATA ADVISORS, LLC has approximately 24 employees and manages $974M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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