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Richard Cole Bertkau

ALTERNA CAPITAL PARTNERS LLC·WILTON, Connecticut
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15 RIVER ROAD, WILTON, CT 06897CRD# 2573696Firm CRD# 156954
01

About

Richard Cole Bertkau is a registered financial advisor based in WILTON, Connecticut, affiliated with ALTERNA CAPITAL PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
ALTERNA CAPITAL PARTNERS LLC
ALTERNA CAPITAL PARTNERS LLC
AUM
$584M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at ALTERNA CAPITAL PARTNERS LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2573696
Firm CRD# 156954
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Richard Cole Bertkau offer?
Richard Cole Bertkau specializes in Retirement Planning. Contact their office in WILTON, Connecticut for a consultation.
What are Richard Cole Bertkau's credentials?
Richard Cole Bertkau is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Cole Bertkau located?
Richard Cole Bertkau is based in WILTON, Connecticut, working with ALTERNA CAPITAL PARTNERS LLC. Their office serves clients in the WILTON metropolitan area and surrounding communities.
How does Richard Cole Bertkau charge for services?
Richard Cole Bertkau'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 ALTERNA CAPITAL PARTNERS LLC?
ALTERNA CAPITAL PARTNERS LLC has approximately 10 employees and manages $584M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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