Unclaimed Profile

Daniel J Wolf

ANABRANCH CAPITAL MANAGEMENT, LP·STAMFORD, Connecticut

Clean recordANABRANCH CAPITAL MANAGEMENT, LP

680 WASHINGTON BLVD, STAMFORD, CT 06901CRD# 5686290Firm CRD# 309151

Profile Verification

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

Identity

Daniel J Wolf · STAMFORD, CT

Registration

CRD #5686290 · ANABRANCH CAPITAL MANAGEMENT, LP

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Daniel J Wolf is a registered financial advisor based in STAMFORD, Connecticut, affiliated with ANABRANCH CAPITAL MANAGEMENT, LP. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

ANABRANCH CAPITAL MANAGEMENT, LP

AUM

$242M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ANABRANCH CAPITAL MANAGEMENT, LP →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Other: PERFORMANCE-BASED ALLOCATIONS

Regulatory

SEC/IARD CRD# 5686290

Firm CRD# 309151

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Daniel J Wolf offer?

Daniel J Wolf specializes in Retirement Planning. Contact their office in STAMFORD, Connecticut for a consultation.

What are Daniel J Wolf's credentials?

Daniel J Wolf is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel J Wolf located?

Daniel J Wolf is based in STAMFORD, Connecticut, working with ANABRANCH CAPITAL MANAGEMENT, LP. Their office serves clients in the STAMFORD metropolitan area and surrounding communities.

How does Daniel J Wolf charge for services?

Daniel J Wolf's firm is compensated through percentage of aum, other: performance-based allocations. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ANABRANCH CAPITAL MANAGEMENT, LP?

ANABRANCH CAPITAL MANAGEMENT, LP has approximately 3 employees and manages $242M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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