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Amy Sun-Man Bertolini

GREENLAKE ASSET MANAGEMENT LLC·SOUTH PASADENA, California
Clean recordGREENLAKE ASSET MANAGEMENT LLC
1416 EL CENTRO ST #200, SOUTH PASADENA, CA 91030CRD# 7895006Firm CRD# 221528

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Amy Sun-Man Bertolini · SOUTH PASADENA, CA
Registration
CRD #7895006 · GREENLAKE ASSET MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Amy Sun-Man Bertolini is a registered financial advisor based in SOUTH PASADENA, California, affiliated with GREENLAKE ASSET MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
GREENLAKE ASSET MANAGEMENT LLC
GREENLAKE ASSET MANAGEMENT LLC
AUM
$843M
Regulatory assets under management
Employees
18
Total firm employees
View all advisors at GREENLAKE ASSET MANAGEMENT LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7895006
Firm CRD# 221528
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Amy Sun-Man Bertolini offer?
Amy Sun-Man Bertolini specializes in Retirement Planning. Contact their office in SOUTH PASADENA, California for a consultation.
What are Amy Sun-Man Bertolini's credentials?
Amy Sun-Man Bertolini is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Amy Sun-Man Bertolini located?
Amy Sun-Man Bertolini is based in SOUTH PASADENA, California, working with GREENLAKE ASSET MANAGEMENT LLC. Their office serves clients in the SOUTH PASADENA metropolitan area and surrounding communities.
How does Amy Sun-Man Bertolini charge for services?
Amy Sun-Man Bertolini'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 GREENLAKE ASSET MANAGEMENT LLC?
GREENLAKE ASSET MANAGEMENT LLC has approximately 18 employees and manages $843M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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David Ho Park
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Research
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