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Theresa Pappas

PARTNERS FOR GROWTH MANAGERS, LLC·TIBURON, California
Unclaimed Profile
1751 TIBURON BLVD, TIBURON, CA 94920CRD# 6776547Firm CRD# 163495
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About

Theresa Pappas is a registered financial advisor based in TIBURON, California, affiliated with PARTNERS FOR GROWTH MANAGERS, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
PARTNERS FOR GROWTH MANAGERS, LLC
PARTNERS FOR GROWTH
AUM
$992M
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at PARTNERS FOR GROWTH MANAGERS, LLC →
Services
Pension consulting
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Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6776547
Firm CRD# 163495
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Theresa Pappas offer?
Theresa Pappas specializes in Retirement Planning. Contact their office in TIBURON, California for a consultation.
What are Theresa Pappas's credentials?
Theresa Pappas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Theresa Pappas located?
Theresa Pappas is based in TIBURON, California, working with PARTNERS FOR GROWTH MANAGERS, LLC. Their office serves clients in the TIBURON metropolitan area and surrounding communities.
How does Theresa Pappas charge for services?
Theresa Pappas'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 PARTNERS FOR GROWTH MANAGERS, LLC?
PARTNERS FOR GROWTH MANAGERS, LLC has approximately 20 employees and manages $992M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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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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