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Geraldine Rebecca Mariella Werhan

KBK CAPITAL MANAGEMENT, LLC·DELRAY BEACH, Florida
Unclaimed Profile
55 SOUTH EAST 2ND AVENUE, DELRAY BEACH, FL 33444CRD# 7081378Firm CRD# 288662
01

About

Geraldine Rebecca Mariella Werhan is a registered financial advisor based in DELRAY BEACH, Florida, affiliated with KBK CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
KBK CAPITAL MANAGEMENT, LLC
KBK CAPITAL MANAGEMENT, LLC
AUM
$275K
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at KBK CAPITAL MANAGEMENT, LLC →
Services
Portfolio management (pooled investments)
Pension consulting
Other
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Background

Compensation
Percentage of AUM
Hourly charges
Performance-based fees
Regulatory
SEC/IARD CRD# 7081378
Firm CRD# 288662
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Geraldine Rebecca Mariella Werhan offer?
Geraldine Rebecca Mariella Werhan specializes in Investment Management, Retirement Planning. Contact their office in DELRAY BEACH, Florida for a consultation.
What are Geraldine Rebecca Mariella Werhan's credentials?
Geraldine Rebecca Mariella Werhan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Geraldine Rebecca Mariella Werhan located?
Geraldine Rebecca Mariella Werhan is based in DELRAY BEACH, Florida, working with KBK CAPITAL MANAGEMENT, LLC. Their office serves clients in the DELRAY BEACH metropolitan area and surrounding communities.
How does Geraldine Rebecca Mariella Werhan charge for services?
Geraldine Rebecca Mariella Werhan's firm is compensated through percentage of aum, hourly charges, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KBK CAPITAL MANAGEMENT, LLC?
KBK CAPITAL MANAGEMENT, LLC has approximately 2 employees and manages $275K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in DELRAY BEACH
Bhavana Khanna — KBK CAPITAL MANAGEMENT, LLCJanis Lynn Hearrell — SELECT ADVISORS, L.L.C.Jeremy Simms Office — MACLENDON WEALTH MANAGEMENT, LLCAlyson Austin — MACLENDON WEALTH MANAGEMENT, LLCKevin Alan Bush — KBK CAPITAL MANAGEMENT, LLC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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