Unclaimed Profile

Todd Douglas Littler

SOCRATIC FUND MANAGEMENT, LP·STEAMBOAT SPRINGS, Colorado

Clean recordSOCRATIC FUND MANAGEMENT, LP

1865 SKI TIME SQUARE DS2C, STEAMBOAT SPRINGS, CO 80487CRD# 6026655Firm CRD# 161255

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Todd Douglas Littler · STEAMBOAT SPRINGS, CO

Registration

CRD #6026655 · SOCRATIC FUND MANAGEMENT, LP

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Todd Douglas Littler is a registered financial advisor based in STEAMBOAT SPRINGS, Colorado, affiliated with SOCRATIC FUND MANAGEMENT, LP. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

SOCRATIC FUND MANAGEMENT, LP

AUM

$43M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SOCRATIC FUND MANAGEMENT, LP →

Services

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6026655

Firm CRD# 161255

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Todd Douglas Littler offer?

Todd Douglas Littler specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in STEAMBOAT SPRINGS, Colorado for a consultation.

What are Todd Douglas Littler's credentials?

Todd Douglas Littler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Todd Douglas Littler located?

Todd Douglas Littler is based in STEAMBOAT SPRINGS, Colorado, working with SOCRATIC FUND MANAGEMENT, LP. Their office serves clients in the STEAMBOAT SPRINGS metropolitan area and surrounding communities.

How does Todd Douglas Littler charge for services?

Todd Douglas Littler'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 SOCRATIC FUND MANAGEMENT, LP?

SOCRATIC FUND MANAGEMENT, LP has approximately 3 employees and manages $43M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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