Unclaimed Profile

William Patrick Mccauley

III CAPITAL MANAGEMENT·BOCA RATON, Florida

Series 24, Series 7Clean recordIII CAPITAL MANAGEMENT

777 YAMATO ROAD, BOCA RATON, FL 33431CRD# 818540Firm CRD# 113539

Profile Verification

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

Identity

William Patrick Mccauley · BOCA RATON, FL

Registration

CRD #818540 · III CAPITAL MANAGEMENT

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

William Patrick Mccauley is a registered financial advisor based in BOCA RATON, Florida, affiliated with III CAPITAL MANAGEMENT. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

III CAPITAL MANAGEMENT

AUM

$39.5B

Regulatory assets under management

Employees

Total firm employees

View all advisors at III CAPITAL MANAGEMENT →

Services

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 818540

Firm CRD# 113539

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does William Patrick Mccauley offer?

William Patrick Mccauley specializes in Retirement Planning, Wealth Management. Contact their office in BOCA RATON, Florida for a consultation.

What are William Patrick Mccauley's credentials?

William Patrick Mccauley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Patrick Mccauley located?

William Patrick Mccauley is based in BOCA RATON, Florida, working with III CAPITAL MANAGEMENT. Their office serves clients in the BOCA RATON metropolitan area and surrounding communities.

How does William Patrick Mccauley charge for services?

William Patrick Mccauley'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 III CAPITAL MANAGEMENT?

III CAPITAL MANAGEMENT has approximately 8 employees and manages $39.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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