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Jr. Frank Caufield

DARWIN VENTURES, LLC·SANDPOINT, Idaho
Unclaimed Profile
414 CHURCH STREET, SANDPOINT, ID 83864CRD# 2649088Firm CRD# 157665
01

About

Jr. Frank Caufield is a registered financial advisor based in SANDPOINT, Idaho, affiliated with DARWIN VENTURES, 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
DARWIN VENTURES, LLC
DARWIN VENTURES, LLC
AUM
$593M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at DARWIN VENTURES, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2649088
Firm CRD# 157665
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jr. Frank Caufield offer?
Jr. Frank Caufield specializes in Retirement Planning. Contact their office in SANDPOINT, Idaho for a consultation.
What are Jr. Frank Caufield's credentials?
Jr. Frank Caufield is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jr. Frank Caufield located?
Jr. Frank Caufield is based in SANDPOINT, Idaho, working with DARWIN VENTURES, LLC. Their office serves clients in the SANDPOINT metropolitan area and surrounding communities.
How does Jr. Frank Caufield charge for services?
Jr. Frank Caufield'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 DARWIN VENTURES, LLC?
DARWIN VENTURES, LLC has approximately 4 employees and manages $593M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SANDPOINT
Ryan Patrick Cotton — DARWIN VENTURES, LLC
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