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Steven Louis Frankel

LANDMARK INVESTMENT PARTNERS, L.P.·WEST PALM BEACH, Florida
Clean recordLANDMARK INVESTMENT PARTNERS, L.P.
515 NORTH FLAGLER DRIVE, WEST PALM BEACH, FL 33401CRD# 5415595Firm CRD# 329543

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Steven Louis Frankel · WEST PALM BEACH, FL
Registration
CRD #5415595 · LANDMARK INVESTMENT PARTNERS, L.P.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Steven Louis Frankel is a registered financial advisor based in WEST PALM BEACH, Florida, affiliated with LANDMARK INVESTMENT PARTNERS, L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
LANDMARK INVESTMENT PARTNERS, L.P.
LANDMARK INVESTMENT PARTNERS, L.P.
AUM
$916M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at LANDMARK INVESTMENT PARTNERS, L.P. →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5415595
Firm CRD# 329543
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Steven Louis Frankel offer?
Steven Louis Frankel specializes in Retirement Planning. Contact their office in WEST PALM BEACH, Florida for a consultation.
What are Steven Louis Frankel's credentials?
Steven Louis Frankel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Louis Frankel located?
Steven Louis Frankel is based in WEST PALM BEACH, Florida, working with LANDMARK INVESTMENT PARTNERS, L.P.. Their office serves clients in the WEST PALM BEACH metropolitan area and surrounding communities.
How does Steven Louis Frankel charge for services?
Steven Louis Frankel'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 LANDMARK INVESTMENT PARTNERS, L.P.?
LANDMARK INVESTMENT PARTNERS, L.P. has approximately 5 employees and manages $916M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LANDMARK INVESTMENT PARTNERS, L.P.

Marc Joseph Ortiz
WEST PALM BEACH, FL

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