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Kristen Ann Whealon

DIGITALBRIDGE INVESTMENT MANAGEMENT, LLC·BOCA RATON, Florida
Unclaimed Profile
750 PARK OF COMMERCE DRIVE, BOCA RATON, FL 33487CRD# 3105081Firm CRD# 290954
01

About

Kristen Ann Whealon is a registered financial advisor based in BOCA RATON, Florida, affiliated with DIGITALBRIDGE INVESTMENT MANAGEMENT, 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
DIGITALBRIDGE INVESTMENT MANAGEMENT, LLC
DIGITALBRIDGE INVESTMENT MANAGEMENT, LLC
AUM
$39.1B
Regulatory assets under management
Employees
254
Total firm employees
View all advisors at DIGITALBRIDGE INVESTMENT MANAGEMENT, LLC →
Services
Pension consulting
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 3105081
Firm CRD# 290954
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kristen Ann Whealon offer?
Kristen Ann Whealon specializes in Retirement Planning. Contact their office in BOCA RATON, Florida for a consultation.
What are Kristen Ann Whealon's credentials?
Kristen Ann Whealon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kristen Ann Whealon located?
Kristen Ann Whealon is based in BOCA RATON, Florida, working with DIGITALBRIDGE INVESTMENT MANAGEMENT, LLC. Their office serves clients in the BOCA RATON metropolitan area and surrounding communities.
How does Kristen Ann Whealon charge for services?
Kristen Ann Whealon'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 DIGITALBRIDGE INVESTMENT MANAGEMENT, LLC?
DIGITALBRIDGE INVESTMENT MANAGEMENT, LLC has approximately 254 employees and manages $39.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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