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Harreld Newman Kirkpatrick Iii

THE VISTRIA GROUP, LP·CHICAGO, Illinois
Clean recordTHE VISTRIA GROUP, LP
300 E. RANDOLPH ST., CHICAGO, IL 60601CRD# 6015589Firm CRD# 167045

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Harreld Newman Kirkpatrick Iii · CHICAGO, IL
Registration
CRD #6015589 · THE VISTRIA GROUP, LP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Harreld Newman Kirkpatrick Iii is a registered financial advisor based in CHICAGO, Illinois, affiliated with THE VISTRIA GROUP, LP. 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
THE VISTRIA GROUP, LP
THE VISTRIA GROUP, LP
AUM
$9.6B
Regulatory assets under management
Employees
80
Total firm employees
View all advisors at THE VISTRIA GROUP, LP →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: CARRIED INTEREST
Regulatory
SEC/IARD CRD# 6015589
Firm CRD# 167045
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Harreld Newman Kirkpatrick Iii offer?
Harreld Newman Kirkpatrick Iii specializes in Retirement Planning. Contact their office in CHICAGO, Illinois for a consultation.
What are Harreld Newman Kirkpatrick Iii's credentials?
Harreld Newman Kirkpatrick Iii is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Harreld Newman Kirkpatrick Iii located?
Harreld Newman Kirkpatrick Iii is based in CHICAGO, Illinois, working with THE VISTRIA GROUP, LP. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Harreld Newman Kirkpatrick Iii charge for services?
Harreld Newman Kirkpatrick Iii's firm is compensated through percentage of aum, performance-based fees, other: carried interest. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE VISTRIA GROUP, LP?
THE VISTRIA GROUP, LP has approximately 80 employees and manages $9.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at THE VISTRIA GROUP, LP

Pritpal Singh Aujla
CHICAGO, IL
Robert Leroy Parkinson Iii
CHICAGO, IL
Martin Hughes Nesbitt
CHICAGO, IL
Jesse Humberto Ruiz
CHICAGO, IL
Thomas Peter Duffy
CHICAGO, IL

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Research
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